Stevard LLC offers family office services to high-net-worth individuals, trusts, family LLCs, private foundations, family businesses, and other family-related enterprises. These services include financial planning, investment advice and management, accounting, insurance review, asset aggregation and reporting, philanthropic planning, budgeting, cash management, estate planning, property management, financial education, and tax compliance, reporting & preparation. Stevard creates investment portfolios using independent investment managers and products.
Assets Under Management$43M
Clients15
Advisors2
Avg. per Client$2.9M
Avg. per Advisor$21M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.70% |
| $10.0M - $30.0M | 0.60% |
| $30.0M - $50.0M | 0.50% |
| $50.0M - $100.0M | 0.30% |
| $100.0M - $200.0M | 0.25% |
| $200M+ | 0.25% |
Fees negotiable for accounts over $200M.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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