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Our Investment Management Fees

Below is a detailed account of our investment management services and what you can expect from us at every level. If you have any questions regarding the information listed below, don't hesitate to reach out.

Services

Silver

Gold

Platinum

Risk Management
Asset Allocation
Rebalancing
Cash ManagementBasicBasicAdvanced
Capital Gains Planning

Portfolio & Investment AnalysisBasicAdvancedAdvanced
Ongoing access to Investment Advisor
Review meetings every 12 months123
Monthly Newsletter
Bi‐Monthly Lifestyle Magazine
Assets Under Management$1 to $250,000250,000 to $500,000$500,000 Plus

Advisory Investment Fees

1.25% of AUM $1,000 minimum

1.25% 0‐250k 1.00% 251‐500k

1.25% 0‐250k 1.00% 250‐500k .75% 500‐1ml .25% 1mil plus


When it comes to planning and investments, finding services that suit can require some detailed conversation and understanding. This matrix should help you understand the various services provided by Stewart Advisory Services.


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