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Stewardship Trust Advisors

Updated today

Client assets under management

$294,874,206

Clients

285

16% high-net worth

Advisors

4

of 7 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

71

High

Average account size

$1,034,646

About

Stewardship Trust Advisors is an SEC-registered advisory team that serves individuals (including high-net-worth clients), retirement plans, businesses, charitable organizations, trusts and banks. The firm provides discretionary and non-discretionary investment management, financial planning, and ERISA 3(21) and 3(38) retirement plan fiduciary services.

The firm relies on fundamental securities analysis and generally emphasizes long-term, diversified portfolios while occasionally pursuing short-term opportunities, tailoring allocations to clients’ goals, risk tolerances, time horizons and liquidity needs. Account implementation is done at the individual-account level with occasional aggregated block trading, and some clients engage in options and margin trading — practices that introduce added risk and affect portfolio valuation and fee calculations.

Stewardship Trust Advisors was formed through a recent consolidation and continues to honor legacy client agreements while working to transition to a unified operational approach, which can result in differing client terms during the transition. The firm’s owners are also licensed insurance agents and the adviser discloses receipt of third‑party research and revenue‑sharing from certain mutual funds, arrangements the brochure identifies as potential conflicts of interest for clients to consider.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Options & derivatives strategies

Fee options

Fixed

Equivalent flat fees for investment management; max $1,200 collected six or more months in advance for financial planning

Project-based

Up to $275 per hour for financial planning

Other

Account minimum: $250,000 or $3,000 minimum annual fee Minimum fee: $3,000 annual minimum fee

Main office location

Stewardship Trust Advisors

3411 Wilson Avenue Sw

Grandville MI 49418, United States

Number of offices

1

Most active in

Michigan

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Craig A

CFP®, Series 63, Series 65, Series 66

Grandville, MI

Stewardship Trust Advisors

Craig Ackermann is a CFP® with 25 years of experience in financial advisory services. He is currently with Stewardship Trust Advisors and has held roles at several related firms, including Stewardship Estate Planning, Stewardship Advisory Group, and Ackerman Financial. Ackermann is also a licensed insurance agent offering insurance services alongside his advisory work. Stewardship Trust Advisors serves individuals, retirement plans, businesses, charitable organizations, trusts, and banks with asset management, financial planning, and fiduciary services. The firm employs a fundamental, long-term investment approach while allowing opportunistic short-term trades and utilizes third-party managers and block trade allocations when appropriate.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Options & derivatives strategies
user avatar

Todd A

Series 63, Series 66

Grandville, MI

Stewardship Trust Advisors

Todd Ackermann is a financial advisor at Stewardship Trust Advisors with 36 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with several firms, including Stewardship Estate Planning and United Planners' Financial Services. In addition to his advisory role, Ackermann is a licensed insurance agent offering insurance services to clients. Stewardship Trust Advisors serves individuals, retirement plans, businesses, charitable organizations, trusts, and banks with asset management, financial planning, and fiduciary services. The firm employs a fundamental, primarily long-term investment approach while allowing opportunistic trading and utilizes both third-party managers and block trade allocations.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Options & derivatives strategies
user avatar

John W

Series 63, Series 65

Grandville, MI

Stewardship Trust Advisors

John Wierenga II is a financial advisor at Stewardship Trust Advisors with 22 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Pilgrims Capital Advisors, Inc. since 2014. Stewardship Trust Advisors serves individuals, retirement plans, businesses, charitable organizations, trusts, and banks by providing asset management, financial planning, and retirement-plan fiduciary services. The firm employs a fundamental, primarily long-term investment approach while allowing opportunistic short-term trades across various asset classes and offers both discretionary and non-discretionary portfolio management.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Options & derivatives strategies
user avatar

Jacob E

Series 65

Grandville, MI

Stewardship Trust Advisors

Jacob Ekkens is a financial advisor at Stewardship Trust Advisors with six years of industry experience. He holds a Series 65 designation and has previously worked at Stewardship Advisory Group and operated his own firm, Jacob Ekkens LLC. Stewardship Trust Advisors serves individuals, retirement plans, businesses, charitable organizations, trusts, and banks with asset management, financial planning, and retirement-plan fiduciary services. The firm’s investment approach focuses on fundamental analysis with a long-term orientation while allowing opportunistic short-term trades across various asset classes.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Options & derivatives strategies
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