Assets Under Management
$135.1M
Number of Clients
58
Number of Advisors
2
Average Client AUM
$2.3M
AUM per Advisor
$67.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
The Stewardship Center, Inc. (TSC) offers customized asset management services based on client objectives and risk tolerance. They also provide general consulting services including retirement planning, estate planning coordination, and property analysis. TSC primarily recommends mutual funds or separate account managers.
| Assets Under Management | 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.
MO, United States