Steward Advisors Group offers investment advisory services where they make investment decisions for you, and financial planning services to help you manage your finances. They invest in stocks, bonds, exchange-traded funds, and mutual funds, and may also provide advice on alternative investments. They also offer financial planning services covering areas like income tax, retirement, estate planning, and insurance.
Assets Under Management$61M
Clients84
Advisors10
Avg. per Client$730K
Avg. per Advisor$6.1M
www.linkedin.com/company/steward-advisors-group ·stewardadvisorsgroup.com ·www.youtube.com/@stewardadvisorsgroup2165
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.40% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.10% |
| $5.0M - $10.0M | 0.95% |
| $10M+ | 0.95% |
Fees negotiable for accounts over $10,000,001. For assets invested in private placements and alternative assets, the annual fee rate will be 1.50%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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