Sound Stewardship offers financial advice and investment management. The firm provides detailed financial analysis and recommendations to help clients achieve their goals. Sound Stewardship offers annual planning, transition planning, and hourly consulting services. For investment management, Sound Stewardship builds customized portfolios using Fidelity and Schwab, focusing on minimizing expenses and tax efficiency.
Fee Structure
Sound Stewardship provides investment management services to clients who also have an annual planning relationship. The firm manages investments on a discretionary basis, meaning they can make trades without asking you first. Sound Stewardship does not charge a separate fee for investment management, as it is included in the annual planning fee.
