Pricing

At Steward, we believe in fully disclosing all fees to our clients. We’ve legally committed in writing to put your interests first. We will never take kickbacks, commissions, push product on you, or take referral fees. In finance-speak, we are a fiduciary and fee-only.

What are you getting?

What are you paying?

We serve as your personal family CFO offering 3 integrated ongoing services to ensure you're optimizing holistically:
(1) Investment Management
(2) Proactive Tax Strategy
(3) Financial Decision consulting and optimization

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Check if we're a good fit

Steward Annual Fee: $5,000 flat fee + 0.5%* assets under management (AUM) total annual fee, billed quarterly. Minimum annual fee = $7,500/yr for flat fee + AUM%

We only serve families for whom we can deliver significant impact, far exceeding this investment of fees.