Overview

Headquarters
Grandville, MI
Total Firm Assets
$295 million
Average High-Net-Worth Client Portfolio Size
$3.0 million
Stated Minimum Account Size
$250,000

Fee Disclosure

Source: ADV PART 2A STEWARDSHIP TRUST ADVISORS (2026-03-20) · View brochure text

MinMaxDisclosed Annual Rate
$0 and above 1.50%

Stated Minimum Annual Fee: $3,000

Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $15,000 1.50%
$5 million $75,000 1.50%
$10 million $150,000 1.50%
$50 million $750,000 1.50%
$100 million $1,500,000 1.50%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
48.37%
Number of High-Net-Worth Clients
47
Total Client Accounts
983
Discretionary Accounts
978
Non-Discretionary Accounts
5

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection

Regulatory Filings

SEC CRD Number
121348
  • ADV PART 2A STEWARDSHIP TRUST ADVISORS (2026-03-20) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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