Advisor at Global Steward Advisors, LLC
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.
Firm
Global Steward Advisors, LLC
Location
Leola, PA 17540
Credentials
Series 63
Industry experience
16 years
Kenneth Ray is the sole advisor at Global Steward Advisors, LLC in Leola, PA, with 16 years of industry experience. He holds a Series 63 designation and has managed EPG Agency, LLC, an insurance agency, since 2009. He also manages a marketing brand known as Safe IRA. Global Steward Advisors provides discretionary portfolio management to individuals, trusts, and retirement plans through two growth-focused strategies involving diversified ETFs and individual stocks. The firm manages approximately 36 client relationships and $5.6 million in assets, employing active management with a focus on relative return, risk, and fundamental criteria.
Based on Global Steward Advisors, LLC
$0 - $149,999: 0.215% per month $150,000 - $299,999: 0.190% per month $300,000 - $499,999: 0.160% per month $500,000 - $749,999: 0.135% per month $750,000 - $999,999: 0.120% per month $1,000,000 - $1,499,999: 0.10% per month $1,500,000+: negotiable
Account minimum: $25,000 for Global Growth ETF managed accounts; $80,000 for Global Steward Growth managed accounts (minimums may be waived by Advisor) Fee-only: Fees charged monthly in arrears based on tiered percentage of assets under management; no commissions received by Advisor.
210 Riveredge Drive
Leola, PA 17540
Pennsylvania
EPG Agency, LLC
2009 - Present (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Lancaster, PA
Stahl Wealth Management, LLC
CFP®
Lititz, PA
Aries Financial Navigators, Inc.
Hi, I’m Ryan Kelly, founder & CEO of Aries Financial Navigators. I am a fee-only financial planner, investment manager, & tax professional based in Lititz, PA. After earning a Bachelor of Science degree in Economics from the Pennsylvania State University, I went on to become a CERTIFIED FINANCIAL PLANNER™ professional, the received the Chartered Retirement Planning Counselor™ designation from the College for Financial Planning, & the Accredited Investment Fiduciary® mark from the Center for Fiduciary Studies. I began my career in financial services in 2007, becoming a Registered Representative before transitioning to an independent multi-family office RIA in the Philadelphia area, where I focused on portfolio management & comprehensive financial planning for high-net-worth individuals & families. After specializing in planning areas including Social Security, Medicare, & in-depth tax planning & preparation, I moved back to my hometown of Lititz, PA to work with a local fee-only RIA focusing on retirees. In 2019, I started Aries Financial Navigators to bring my vision of the ideal client experience and service model to life. Serving as a consultant to my former colleagues, I am part of a collaborative team with decades of experience while maintaining flexibility & independence. Our mission is to partner with clients & deliver incredible value by providing the highest quality services & meaningful results.
Series 63, Series 65
Lancaster, PA
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Series 66
Lancaster, PA
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CFP®, Series 66
Lancaster, PA
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