S
Stewardship Financial Plainning, Llc
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$56,000,000
Total clients
42
24% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
42
Average account size
$1,333,333
Client services
Financial planning
Portfolio management
Fee options
Fixed annual retainer fee billed quarterly, ranging from $2,000 minimum to a cap of $14,000
$0 - $1,000,000: 0.50% $1,000,001 - $2,000,000: 0.45% $2,000,001 - $3,000,000: 0.40% $3,000,001 - $4,000,000: 0.35% $4,000,001+: 0.30%
Financial planning estimated time charged at $250 per hour
Account minimum: No minimum account size; minimum annual fee of $2,000 applies Minimum fee: $2,000 minimum annual retainer fee Fee-only: Fee-only comprehensive financial planning and investment advice; no commissions accepted
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Stewardship Financial Plainning, Llc
Readfield ME, United States
Number of offices
1
Forms ADV
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