Stewards Asset Management (Stewards AM) provides investment management, financial planning, and consulting services. Stewards AM focuses on building portfolios to meet clients' individual needs. The firm uses stocks, bonds, exchange-traded funds (ETFs), mutual funds, real estate investment trusts (REITs), options, and alternative investments. Stewards AM is a global investment manager, applying fundamental and technical analyses, and ESG considerations.
Fee Structure
Stewards Asset Management's standard advisory fee is based on the market value of your portfolio. The fee is a blended fee, calculated daily and paid monthly in arrears. The firm may modify fees on a client-by-client basis, considering the complexity of services, anticipated assets, portfolio style, and account composition. Legacy clients may have different billing structures.