Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
3
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fixed/Hourly
Financial Steward Associates provides financial planning services, engaging clients in conversations around their goals, objectives, priorities, vision, and legacy. They offer financial planning ideas and strategies to address the client’s holistic financial picture, including estate, income tax, charitable, cash flow, wealth transfer, and family legacy objectives. They also provide consulting services on specific topics.
Financial planning fees are fixed or hourly. Fixed fees will not exceed $10,000. Hourly fees are $350/hour. An initial deposit of $500 is required.
1790 38th Street, Ste 101, Boulder, CO, 80301