Stewardship Investment Services LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Stewardship Investment Services is a state-registered, single-advisor investment advisory firm that provides personalized financial planning and coaching, portfolio management, and complimentary educational seminars to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. Services are delivered through consultations and documented engagement agreements tailored to each client’s circumstances.
Investment programs are individually designed around a client’s risk tolerance, time horizon, and objectives and typically rely on equities, fixed income and exchange-traded funds using buy-and-hold or periodic rebalancing approaches; the firm may employ model allocations and conducts quarterly or semiannual reviews with more frequent monitoring when market conditions change. The adviser may exercise limited discretionary authority for rebalancing and places client assets with a single custodian for execution and custody.
The firm manages a modest book of business—about $1.6 million across roughly two dozen clients—which reflects its solo-practitioner structure and a stated policy of having no formal account minimum. Distinctive operational features include the firm’s exclusive use of Interactive Brokers for client accounts, a practice of not voting client proxies (clients retain proxy-voting responsibility), and the combination of fixed-fee planning with optional ongoing coaching; the principal is also engaged in real-estate development and affordable housing activities.
Client services
Expertise
Fee options
Financial planning fees charged as fixed fees, typically 50% due at agreement and 50% at plan delivery; amounts determined based on client circumstances and complexity.
$0 - $100,000: 1.5% $100,000 - $1,000,000: 1.3% $1,000,000+: 1.1%
Main office
Beaver OR
Advisors at this office
1
Most active in
Oregon
Also doing business as
Alleluia Financial LLC · Stewardship Financial Education LLC · Stewardship Investment Services LLC
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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