Stewards Asset Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Stewards Asset Management provides tailored investment management, comprehensive financial planning and consulting to a mix of individuals, high-net-worth clients, trusts, estates and business entities, and also serves corporate and institutional clients through model portfolios and retirement-plan work. The firm’s service set extends beyond portfolio management to include personal and business tax return preparation and periodic educational seminars and speaking engagements.
The firm applies a combined bottom-up and top-down global investment process that integrates fundamental and technical analysis with ESG considerations, using equities, fixed income, ETFs, REITs, options and selected alternative exposures. Portfolio supervision is discretionary and guided by client objectives, time horizons and risk assessments, and planning clients can access ongoing advice through a retainer-style relationship.
What is distinctive about Stewards AM is the combination of institutional-style services and public education offerings at a small scale—managing under $1 million in assets across a very small client base while also providing corporate model portfolios and seminars, services that are uncommon among similarly structured independent advisers. The firm also provides tax return preparation as part of its offerings and relies on an Interactive Brokers institutional platform for custody and trade execution; client reporting is primarily through custodian statements rather than separate written investment reports from the firm.
Client services
Expertise
Fee options
Financial Planning Consulting fixed fees range from $500 to $5,000; Comprehensive Financial Planning upfront fee from $1,500 to $4,000
Blended average rate based on portfolio's closing net asset-value ranges; no fixed percentage stated explicitly
Educational seminars preparation charged at $250 per hour; other tax-related complexity billed at $250 per hour
Comprehensive Financial Planning ongoing fee ranges from $150 to $500 per month, paid monthly in advance
Fee-only: Comprehensive Financial Planning ongoing fee: $150-$500 per month; Fixed fee Financial Planning Consulting: $500-$5,000 per project; Educational seminars prep hourly rate: $250/hr; Personal tax return preparation starts at $250 for individual returns, $900 for business returns, other tax work billed at $250/hr
Main office
400 Kelby St. #1802
Fort Lee NJ 07024
Advisors at this office
1
Most active in
California · New Jersey
Also doing business as
Stewards Asset Management · Stewards Asset Management LLC
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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