StewardWell provides customized wealth management services that combine ongoing investment management and comprehensive financial planning. StewardWell works closely with each client to understand their goals, risk tolerance, and financial situation, using model portfolios primarily made of exchange-traded funds, bonds, and other investment products. StewardWell may also recommend independent managers to oversee a portion of a client's portfolio. Financial planning services cover areas such as retirement planning, personal savings, education funding, insurance needs, and overall investment strategy, and can also be hired as a stand-alone service.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.05% |
| $500K - $1.0M | 0.95% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $4.0M | 0.65% |
| $4M+ | 0.55% |
Fees may be negotiable at the sole discretion of StewardWell. An additional fee of up to 0.25% may apply for financial planning.