Steadtrust LLC offers ongoing portfolio management, pension consulting, and financial planning services tailored to each client's specific goals, risk tolerance, and time horizon. Steadtrust creates a personalized investment policy statement for every client and manages portfolios across a wide range of assets, including mutual funds, exchange-traded funds, individual bonds, real estate funds, and private equity. The firm operates with a legal obligation to act in your best interest. In addition to managing investments directly, Steadtrust can guide clients on selecting third-party investment managers and provides consulting for employee benefit plans like 401(k)s. Steadtrust serves individual investors, high-net-worth clients, businesses, and retirement plans.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are generally negotiable and memorialized in the client advisory agreement.