The Stewardship Center, INC.
Assets Under Management
$135.1M
Number of Clients
58
Number of Advisors
2
Average Client AUM
$2.3M
AUM per Advisor
$67.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
The Stewardship Center, Inc. (TSC) offers customized asset allocation strategies and ongoing portfolio monitoring. They also provide general consulting services including retirement planning, estate planning coordination, and property analysis. TSC primarily recommends mutual funds or separate account managers.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Fees negotiable for accounts over $10,000,001.
Fee Estimator
Fees for asset management are based on the market value of your assets and are negotiable. For accounts over $10,000,001, fees are 0.30% or negotiable. Higher fees (up to 1.5%) may be charged to clients outside the St. Louis area or who request representation at out-of-town conferences. General consulting services are billed hourly, with the rate determined by the advisor's expertise. A comprehensive contract is signed before any engagement.
Areas of Practice
Location
MO, United States