How does the advisor help clients – Key Takeaways:
Stewardship Edge Capital is a financial advisory firm dedicated to providing expert guidance to its clients. With a proven track record of success, the firm offers a wide range of financial services to various clients, focusing on stewardship and ethical investments.
Assets Under Management, Number of Advisors and Time in Business:
| As of 2020 | Numbers |
|---|---|
| Assets Under Management | $500 million |
| Number of Advisors | 12 |
| Time in Business | 20 years |
Financial Services Offered
Stewardship Edge Capital offers a wide range of financial services, including but not limited to:
- Investment management strategies
- Retirement planning
- Estate planning
- Tax planning
- Risk management
- Socially responsible investing
Client Types
This firm provides its services to various types of clients, such as:
- Individuals
- Families
- Small businesses
- Non-profit organizations
- Religious institutions
Fees & Compensation
Stewardship Edge Capital operates on a fee-only model where clients pay a fixed percentage based on the assets under management. This ensures there are no conflicts of interest and aligns the interests of the firm with those of its clients. The firm also offers a free initial consultation for potential clients to discuss their financial goals and determine if they are a good fit.
Background
The team at Stewardship Edge Capital is composed of experienced financial advisors with a strong commitment to ethical and principled investing. They have a deep understanding of the markets and are devoted to helping their clients achieve their financial goals through a personalized approach.
Financial Advisor Disclosures to Know
As a financial expert, it is crucial to be transparent and disclose any potential conflicts of interest. Stewardship Edge Capital has no disclosures to report, demonstrating their commitment to acting in the best interest of their clients.