Kin Stewards LLC offers investment advice and financial planning to individuals and other clients. The firm helps clients meet their financial goals through financial plans and ongoing portfolio management. Kin Stewards LLC provides services such as investment planning, retirement planning, estate planning, and tax planning. The firm acts as a fiduciary, meaning it's legally required to act in your best interest.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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