Stewardship Partners Investment Counsel, Inc. is a large advisory firm based in Matthews. It manages $100.98 million of regulatory assets for 477 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Arkansas, California, Florida, and 15 other states.
Stewardship Partners Investment Counsel provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Stewardship Partners Investment Counsel, Inc. is $100.98 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 117% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Stewardship Partners Investment Counsel, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Stewardship Partners Investment Counsel is individuals with 399 clients and $50.52 million of assets under management. Among the 8 most similar advisory firms, Stewardship Partners Investment Counsel has the 3rd lowest percentage of individuals out of all clients.
The amount of regulatory assets under management is $97.82 million for 469 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Stewardship Partners Investment Counsel doesn't advise any private funds.
The company employs 6 people that are either part- or full-time employees. 83 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There are 5 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Stewardship Partners Investment Counsel, Inc. performs its advisory services is located at 2514 Plantation Center Dr., Matthews, NC 28105, which is also the mailing address of the firm. An additional office of the firm is in Chester Springs, PA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 1-800-930-6949 or by fax 1-800-930-6949. The normal business hours are 8:30am to 5:00pm on Monday - Friday. You can find more information about the New York firm at stewardshippartners.com.