Stevard LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$42,891,283
Clients
14
93% high-net worth
Advisors
2
of 2 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Clients per advisor
7
Very LowAverage account size
$3,063,663
Client services
Fee options
$0 - $10,000,000: 0.70% $10,000,001 - $30,000,000: 0.60% $30,000,001 - $50,000,000: 0.50% $50,000,001 - $100,000,000: 0.30% $100,000,001 - $200,000,000: 0.25% $200,000,001+: Negotiable
Hourly rates between $150 and $750 for special projects
Fee-only: Family Office retainer fees range from $100,000 to $150,000 annually and negotiable above that level; hourly rates for special projects between $150 and $750 per hour
Most active in
Illinois
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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.
Forms ADV
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