What it costs

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

Foundation Year
$2,400-$10,000, based on complexity

% Invested assets- waived
year 1
Tailored Family CFO action plan including:
(a) our understanding of your situation and what you're trying to accomplish
(b) a second opinion on your investments +  investment strategy
(c) an initial set of prioritized actionable next steps on your holistic finances to make the most of your money.

We then help you translate ideas to action in a series of simple systematic steps.
We charge based on the complexity and scope of your unique financial situation.

A second opinion on your finances and help doing the "nitty gritty" to bring your financial house in order.

We waive the invested assets fee in year 1 to give you time to determine if we’re a good long-term fit for ongoing advisory.
Ongoing Advisory
% Invested Assets - 1%
We serve as your trusted long-term Family CFO offering 3 integrated services:

(1) Investment Management

(2) Proactive Tax Strategy

(3) Financial Decision consulting and optimization
- your "go-to" resource to navigate your path to financial independence and retirement, family matters, personal finances, job/life decisions, and finding subject matter experts.
We'll always recommend DIY to those with time, talent, and interest.

This service is a good fit for ambitious professionals with demanding work and family responsibilities, where time is most often the bottleneck.

We only serve a select a subset of clients to serve for whom we can have significant impact on an ongoing basis.  
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