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

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

Cultivate

Need a game plan? We’ll help you make the right financial choices so you can win at adulting.
$$600/or $100/month for 6 months
  • Retirement projection
  • Maximize your work benefits
  • Make sense of insurances
  • Organize your net worth
  • Debt reduction strategy

Flourish

Are you Preserving and Protecting your wealth? We provide strategic guidance to maximize your lifestyle, both now and in retirement.
$2000/or $200/month for 12 months
  • Retirement projection
  • Maximize your work benefits
  • Make sense of insurances
  • Organize your net worth
  • Debt reduction strategy
  • Education saving
  • Tax planning
  • Large purchase planning
  • 401(k) review
  • Investment analysis
  • Business planning
  • Estate planning
  • Retirement distribution strategy

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!