What it costs

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
Our fees start at 5,000 + 0.50% AUM per year, billed quarterly.

Your fees are based on the complexity and scope of your unique financial situation.
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