Our Fee Structure
At Steward Wealth Strategies, we come alongside you in all six key areas of financial planning. We believe financial advice shouldn't come with confusing or hidden fees. That's why our pricing is straightforward, transparent, and clearly communicated from the start. You can review the details and fees below.
Everyday Stewardship Services
Everyday Stewardship services are great if you have already accumulated some assets and are focused on being a good steward of your wealth. You might be well into your career and are beginning to wonder if you have saved enough for retirement. Working to become an Everyday Millionaire, you now have questions about Social Security, taxes, investment strategies, and more. You are looking for a guide to help you navigate the transition from being a saver to a spender.
0.25% advisory fee (billed quarterly) on portfolios under $1,000,000
*A Financial Planning Fee May Apply to Portfolios under $500,000
Private Client Group
Private Client Group services are ideal if you have already built significant wealth and are focused on being a good steward of your legacy. Near or in retirement, you have concerns around preserving and growing your portfolio, minimizing your taxes, planning your estate, preparing your heirs, and being extraordinarily generous. You are ready to live and give like no one else. You seek a partner that provides comprehensive strategies and high-touch services.
0.25% advisory fee (billed quarterly) on portfolios between $1,000,000—$4,000,000
0.15% advisory fee (billed quarterly) on portfolios over $4,000,000