Stewardship Asset Management LLC provides portfolio management services based on individual client goals and risk tolerance. They create investment policy statements for each client. SAML also offers financial planning covering investments, insurance, taxes, retirement, college, and debt. Additionally, SAML provides access to Wealth.com for estate planning document creation. SAML generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products, equities, ETFs, treasury inflation protected/inflation linked bonds, commodities, non-U.S. securities, venture capital funds and private placements.
Assets Under Management$2.7M
Clients14
Advisors1
Avg. per Client$200K
Avg. per Advisor$2.7M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.0M | 1.25% |
| $2M+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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