Stewardship Advisory Group offers wealth management and investment management services to individuals, trusts, estates, charities, and businesses. Stewardship Advisory Group also provides seminars and educational workshops. Through their affiliate, Stewardship Legacy Coaching, they offer guidance on stewardship, family legacy, business legacy, and wealth management issues. They also offer sub-advisory services to unaffiliated third-party advisors.
Fee Structure
Stewardship Advisory Group offers investment management services where they provide ongoing advice and make investments based on your individual needs. The fees for investment management are charged each quarter based on the value of your portfolio. There are two fee schedules, one for fee-based asset management accounts and one for bundled financial life guidance and investment management services.
Fee-Based Asset Management Accounts:
- Up to $2 Million: 1.00% per year
- $2M-$5M: 0.75% per year
- Above $5M: 0.50% per year
Bundled Financial Life Guidance and Investment Management Services:
- $0 - $500k: 1.5% per year
- $500k - $2 Million: 1.3% per year
- $2 Million - $5 Million: 1.05% per year
- Above $5 Million: 0.80% per year