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

We waive your investment management fee in year 1, so you can ensure we're a good long-term fit for your family. In the first year, your fee is a flat $5,000.

As your investments grow, Steward reduces your annual AUM % fee down to 0% according to the table below, effectively capping your fee.

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