Advisor at Stewardship Partners Investment Counsel, Inc.
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
Stewardship Partners Investment Counsel, Inc.
Location
Olmstead, KY
Credentials
CFA®
Industry experience
9 years
$0+: 1.00% annually for Equities $0+: 1.00% annually for Balanced Accounts $0+: 0.50% to 1.00% annually for Equities in wrap-fee or consulting/referral arrangements $0+: 0.50% to 1.00% annually for Balanced Accounts in wrap-fee or consulting/referral arrangements
Account minimum: $50,000
Stewardship Partners Investment Counsel
2006 - Present (20 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
CFP®, Series 63, Series 66
Russellville, KY
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Series 66
Russellville, KY
Edward Jones
Series 66
Russellville, KY
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Series 66
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Narrow Road Financial Planning LLC
Series 63, Series 66
Russellville, KY
U.S. Bancorp Advisors, LLC
CFP®, Series 63, Series 66
Russelville, KY
Kestra Advisory
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