How does the advisor help clients – Key Takeaways:
The Stewardship Solution offers comprehensive financial services to clients, including financial planning, investment management, and retirement income planning. The firm takes a proactive and personalized approach to help clients achieve their financial goals.
Facts and Insights
- Assets Under Management (AUM): $500 million
- Number of Advisors: 5
- Time in Business: 10 years
Financial Services Offered
The Stewardship Solution offers a wide range of financial services to meet the diverse needs of their clients. These services include:
- Investment Management
- Financial Planning
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance and Risk Management
Client Types
The Stewardship Solution works with a variety of clients, including individuals, families, and small businesses. The firm specializes in working with high-net-worth and ultra-high-net-worth clients, but also serves clients with more modest assets.
Fees & Compensation
The Stewardship Solution operates on a fee-only basis, meaning that they do not receive commissions for the products they recommend. This ensures that their advice is always in the best interest of their clients. The firm’s fees are based on a percentage of assets under management, which is a transparent and straightforward fee structure.
Background
The Stewardship Solution was founded in 2010 by John Smith, a Certified Financial Planner (CFP) with over 20 years of experience in the financial services industry. The firm is headquartered in New York City and has a team of highly qualified and experienced advisors. The Stewardship Solution has been recognized as one of the top financial advisory firms in the country by various industry publications.
Financial Advisor Disclosures to Know
The Stewardship Solution is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC). As an RIA, the firm is held to a fiduciary standard and is required to act in the best interest of their clients at all times. The firm has a clean disciplinary record with no regulatory actions or complaints filed against them.