Financial Steward Associates, LLC
Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
3
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fixed/Hourly
About This Firm
Financial Steward Associates, LLC provides comprehensive financial planning services. They engage clients in conversations around family goals, objectives, priorities, vision, and legacy. The firm offers financial planning ideas and strategies to address the client’s holistic financial picture, including estate, income tax, charitable, cash flow, wealth transfer, and family legacy objectives. They may partner with other advisors to ensure a coordinated effort toward the client’s stated goals. Consulting services are also offered on a limited basis.
Fee Structure
Financial planning fees are either fixed or hourly. Fixed fees will not exceed $10,000. Hourly fees are $350/hour. An initial deposit of $500 is required to initiate services. Fees are billed as services are rendered and are prorated upon termination of the agreement. Consulting fees are negotiated and billed hourly at $350/hour.
Areas of Practice
Location
1790 38th Street, Ste 101, Boulder, CO, 80301