Stewardship Concepts Financial Services provides financial planning and investment management services. They work with clients to define financial objectives and develop strategies to reach those objectives. Stewardship Concepts is compensated solely by fees paid directly by clients and does not receive commissions. Assets are held by independent custodians.
Assets Under Management$170M
Clients247
Advisors4
Avg. per Client$710K
Avg. per Advisor$44M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$3,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.80% |
| $4.0M - $6.0M | 0.60% |
| $6M+ | 0.50% |
Fees are negotiable. A 25% discount off the base fee is offered for family members and friends, and for non-profit organizations. A minimum investment management fee of $750 per quarter applies.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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