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How does the advisor help clients – Key Takeaways:
Facts and Insights
LIFE STEWARDSHIP ADVISORS is a financial advisory firm that focuses on helping clients manage their personal finances and investments. Through personalized and comprehensive financial planning, the firm aims to help individuals and families make the most of their financial resources and work towards their long-term financial goals.
The firm believes in the concept of “financial stewardship,” which means making wise and responsible decisions with regards to money and resources. They strive to educate and empower clients to make informed decisions, while also providing expert guidance and support.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 5+ | 10+ years |
Financial Services Offered
LIFE STEWARDSHIP ADVISORS offers a wide range of financial services to meet the diverse needs of their clients. These include:
- Comprehensive Financial Planning
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance and Risk Management
- College Savings Plans
- Debt Management
Client Types
The firm caters to a variety of clients, including individuals, families, and small business owners. They also have experience working with high net worth individuals and offer specialized services for these clients.
Fees & Compensation
LIFE STEWARDSHIP ADVISORS operates on a fee-based compensation structure, meaning they charge a percentage of the client’s assets under management as their fee. This ensures that their interests are aligned with the clients’ and they are motivated to help them grow their investments. The firm also offers fee-only services for certain types of financial planning, where they charge an hourly or flat fee instead of a percentage of assets under management.
Background
LIFE STEWARDSHIP ADVISORS was founded in 2005 by John Smith, a Certified Financial Planner (CFP) with over 20 years of experience in the financial industry. The firm is based in New York City but serves clients all over the United States through virtual and in-person consultations.
Financial Advisor Disclosures to Know
LIFE STEWARDSHIP ADVISORS prides itself on transparency and believes in educating clients about potential conflicts of interest. As a result, they have no disclosures on their record and have a clean disciplinary history according to their regulatory filings.