Stewardship Concepts Financial Services, LLC
Stewardship Concepts Financial Services, LLC is a knowledgeable and experienced financial services firm that caters to a diverse clientele. With a strong focus on stewardship, this firm aims to provide clients with expert guidance and advice on how to manage their finances and achieve their financial goals.
How the Advisor Helps Clients – Key Takeaways:
Stewardship Concepts Financial Services, LLC offers a wide range of financial services to help clients achieve financial success. These services include:
- Personal financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
Stewardship Concepts believes in building strong relationships with clients and takes the time to understand their unique financial needs and goals. By providing personalized services and tailored financial solutions, the firm helps clients make informed financial decisions and achieve long-term financial success.
Facts and Insights:
As of 2020, Stewardship Concepts Financial Services, LLC has over $500 million in assets under management. The firm also boasts a team of 10 knowledgeable and experienced financial advisors who have a combined industry experience of over 50 years.
Assets Under Management, Number of Advisors, and Time in Business:
| Year Founded | Number of Advisors | Assets Under Management (in millions) |
|---|---|---|
| 2005 | 10 | $500 |
Financial Services Offered:
Stewardship Concepts Financial Services, LLC offers a comprehensive range of financial services to help clients achieve their financial goals. These services include:
- Personal financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Educational planning
- Business planning
- Philanthropic planning
Client Types:
Stewardship Concepts Financial Services, LLC caters to a diverse clientele which includes:
- Individuals and families
- Small business owners
- High net-worth individuals
- Retirees
- Non-profit organizations
Fees & Compensation:
Stewardship Concepts Financial Services, LLC operates on a fee-based structure. This means that the firm receives its compensation through a combination of flat fees, hourly fees, and/or a percentage of assets under management. The specific fee structure is discussed and agreed upon with the client before any services are rendered.
Background:
Stewardship Concepts Financial Services, LLC was founded in 2005 with a mission to help individuals and organizations build and preserve wealth through a holistic and client-focused approach. The firm is headquartered in San Diego, California and serves clients across the United States.
Financial Advisor Disclosures to Know:
As a registered investment advisory firm, Stewardship Concepts Financial Services, LLC is required to disclose any conflicts of interest or disciplinary events to its clients. The firm is committed to transparency and maintains a clean record with no disciplinary disclosures.