Make your ideal financial life a reality.

Stewardship Financial is transparent with our fee structure.

Investment Management Fee Structure

The pricing structure below outlines the annualized asset-based fee in relation to the assets under management by Stewardship Financial.

$0 – $499,999 $500,000 – $999,999 $1,000,000 – $2,499,999 $2,500,000 – $4,999,999 $5,000,000 – Above
1.00%
(100 basis points)
0.90%
(90 basis points)
0.80%
(80 basis points)
0.70%
(70 basis points)
0.60%
(60 basis points)
Assets Under Management Annualized Asset-Based Fee
$0 – $499,999 1.00% (100 basis points)
$500,000 – $999,999 0.90% (90 basis points)
$1,000,000 – $2,499,999 0.80% (80 basis points)
$2,500,000 – $4,999,999 0.70% (70 basis points)
$5,000,000 – Above 0.60% (60 basis points)

Financial Planning Fee Structure

The fee for financial planning is 1.5% of your income. For example, if you make $50,000 per year in income and want to do ongoing financial planning, the fee would be $750 a year. The maximum fee per year for financial planning would be $2400, or $200 per month.

A reduction in your financial planning fee is provided if you also use the investment management services of Stewardship Financial.

Let’s begin making your ideal life a reality today!

Dave Ramsey SmartVestor Pro

Your Financial Planners

Jeremy Sharp - Financial Planner

Jeremy Sharp

Financial Planner | Co-Founder

Jake Norton - Financial Planner

Jake Norton

Financial Planner | Co-Founder

Kyle Holehouse - Financial Planner

Kyle Holehouse

Financial Planner | Colorado Division

Ready to get started today? Let us know!