Mary Schulte is a registered investment advisor at The Stewardship Center, INC., based in St.Louis, MO, with 22 years of industry experience. Mary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Retirement Planning. Their firm serves 69 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Fees are negotiable. Clients outside the St. Louis, Missouri area or who request representation at out-of-town conferences may be charged up to 1.5%.
Fee Estimator
Location
St.Louis, MO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mary is an adjunct professor at St. Louis University since 2015. This takes a few hours per week.
Employment History
Current Registrations
The Stewardship Center, INC.
State Registrations2 states
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