Steadtrust LLC provides portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. Steadtrust also offers pension consulting services to pension or other employee benefit plans. Additionally, Steadtrust provides financial planning services, including investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning.
Assets Under Management$440M
Clients599
Advisors9
Avg. per Client$730K
Avg. per Advisor$49M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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