Ami Shah
Advisor at Steward Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Ami Shah is a CFP® professional with four years of industry experience, currently serving as the sole advisor at Steward Inc. Prior to joining Steward Inc., Shah worked at Hemington Wealth Management and McKinsey & Company. Outside of financial advising, Shah is a limited partner in Glimpse LLC, a digital photo frame company. Steward Inc. offers integrated wealth advisory services combining discretionary investment management with comprehensive financial planning for individuals and families. The firm manages approximately $61 million, focusing on diversified, long-term asset allocation primarily through mutual funds and ETFs, and provides ongoing portfolio supervision alongside client-specific financial plans.
Expertise
Based on Steward Inc.
Wealth management
General retirement planning
Income planning
College savings (529s, UTMA, etc.)
Fee options
Annual flat fee of $5,000 plus asset-based fee
$0 - $1,000,000: 0.5% $1,000,001 - $5,000,000: 0.4% $5,000,001 - $10,000,000: 0.3% $10,000,001 - $30,000,000: 0.2% $30,000,001+: 0.1%
Minimum fee: $7,500 minimum annual fee (combined flat fee + AUM fee) Fee-only: Fee-only, no commissions or referral fees accepted
Location
Washington, DC
Most active in
Ami S has reported serving >5 clients in these states in the last 12 months.
California · District of Columbia · Maryland · Massachusetts · New York · Texas
Work history
Steward Inc
2021 - Present (5 years)
Hemington Wealth Management
2020 - 2021 (1 year)
McKinsey & Company
2015 - 2020 (5 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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