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Investment Management & Advice

Why Work With Financial Steward Associates

To Manage Your Investment Accounts?


Our passion and dedication lies in offering well-suited opportunities based on your personal goals. As such, we offer investment management through LPL Financial in order to provide you with a diverse array of options that best suit you. Through a philosophy of passion and a commitment to our clients, we look forward to working with you to manage your portfolio.


Wealth Management Services Include:


Recommendations of a specific plan to address your investment goals and risk tolerance.

Ongoing supervision of your account(s) to keep the investments on track.


Evaluation and recommendations for change when necessary.

Periodic reports on the status and performance of your account(s).


What Does It Cost?

Fees are based on the total value of your account, as follows:

Total Account Value

Annual Fee

$2,000,000+
0.85%
$1,000,000 to $2,000,000
1.0%
$250,000 to $1,000,000
1.25%


The fees associated with investment management services are billed quarterly and may be deducted from your account or paid separately.


Are You Looking for a Partner to Support You in Managing & Preserving Your Wealth?


Begin With an Initial Consultation