Stewardship Wealth Advisors offers financial planning and investment management services. They help clients with investment goals, asset allocation, and portfolio monitoring. They also offer financial planning and consulting services, including retirement planning, tax planning, and estate planning. The firm's president also sells insurance products.
Assets Under Management$90M
Clients117
Advisors2
Avg. per Client$770K
Avg. per Advisor$45M
Fee Structure
Minimum Investment:$430K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $1.5M | 0.95% |
| $1.5M - $2.0M | 0.90% |
| $2.0M - $4.0M | 0.85% |
| $4.0M - $6.0M | 0.80% |
| $6M+ | 0.75% |
Annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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