Stewardship Asset Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Stewardship Asset Management serves individual investors (including high‑net‑worth individuals) and charitable organizations, providing ongoing portfolio management and financial planning and offering access to estate‑planning tools through an annual license to the Wealth.com platform. The firm documents each client’s goals and risk tolerance in an Investment Policy Statement and offers discretionary portfolio management alongside subscription newsletter content and one‑time financial and estate planning services.
The firm combines multiple analysis methods—fundamental, technical, quantitative, charting, cyclical, and modern portfolio theory—and implements a broad set of strategies from long‑term investing to short‑term trading. Its trading toolkit explicitly includes options, short sales and margin transactions, and the brochure describes use of derivative strategies within client accounts, which positions the firm toward a more active and potentially higher‑risk approach than many independent peers.
Distinctive operational features include a monthly newsletter that is made available beyond managed‑account clients, and an estate‑planning workflow that leverages Wealth.com with advisor read‑only visibility rather than direct drafting of legal documents. The firm also requires clients to custody assets at a specified broker‑dealer, discloses acceptance of soft‑dollar research benefits, and notes management’s other business activities (personal investment entities, a real estate referral license, and rental property management) in its disclosures.
Client services
Expertise
Fee options
Financial planning fixed fees between $250 and $5,000; Estate planning one-time fee between $750 and $1,500
$0 - $500,000: 1.50% $500,001 - $2,000,000: 1.25% $2,000,001+: 1.00%
$250 per hour for financial planning services
Newsletter subscription fee of $50 per month for non-advisory clients
Main office
Star ID
Advisors at this office
1
Most active in
Idaho
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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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