Financial Planning Pricing Structure 2018-09-25T22:11:58+00:00

Stewardship Financial Pricing

Transparent costs acting in your best interest

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Investment Management Fee Structure

Our fee is a percentage of the assets we manage. The fee we charge is dependent upon your balance.

$1 – $999,999

0.90%

(90 basis points)

$1,000,000 – $2,499,999

0.85%

(85 basis points)

$2,500,000 – $4,999,999

0.80%

(80 basis points)

$5,000,000 and above

0.75%

(75 basis points)

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How It Works

Let’s say you invest $10,000 with us. The 0.9% fee would be $90. So, we would get paid a total of $90 per year for managing your $10,000 in assets.

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How It Is Collected

No need to cut a check manually. It’s automatic. A quarter of our annualized fee is paid to us from your assets at the beginning of each quarter.

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We Win Together

If your assets went from $10,000 to $20,000 our annual fee of 0.9% would now equate to $180. If your assets decline, our collected fee declines in kind.

We dont get paid commissions or sell you investments.
Instead we give you sensible advice with your best interest at heart.

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Financial Plans

We also provide Financial Plans that give you a roadmap to follow. These plans help fill in any gaps and ensure your finances are efficient. *If you have at least $75,000 in assets invested with us, there is no cost for the Financial Plan.

$895

  • Are you getting the most out of your workplace benefits?
  • Is your net worth organized?
  • Do you have a debt reduction strategy?
  • Is there a plan for education savings?
  • Is your Estate Plan set up correctly?
  • Do you have a game plan?
  • Could you be limiting the amount you are paying in taxes?
  • Are you able to make sense of all the insurances you have or need?
  • Do you have proper asset protection?
  • Is there a plan in place for large purchases?
  • Is your 401(k) on the right path?
  • Are you preserving enough wealth?
  • Is your business healthy?
  • Are your finances on track for future goals or lifestyle changes?
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Your Financial Advisors

Jeremy Sharp
Jeremy SharpFinancial Advisor | Co-Founder
Jake Norton
Jake NortonFinancial Advisor | Co-Founder
Kyle Holehouse
Kyle HolehouseFinancial Advisor | Colorado Division