Premier Stewardship Services

As a member of our Premier Stewardship client group, you will receive semi-annual reviews with a CFP® Professional as well as regular check-ins, monthly newsletters, webinars, and workshops. This clientele group also has access to Right Capital, our personalized client planning portal and mobile app for viewing your accounts on-the-go.

Retirement & Goal Planning:

Retirement planning and distribution strategies

SSI optimization and Medicare planning

Executive compensation and stock plans


Objective-based portfolios

Ongoing monitoring and rebalancing

401(k) recommendations


Insurance policy review

Life, disability, and long-term care insurance needs analysis


Tax-optimized distribution strategies

Roth conversion strategies

Annual Key Numbers Report


Estate planning checklist

Beneficiary review


Generosity workshops and resources

Donor Advised Funds (DAF)

Stock gifts

0.35% per quarter on portfolios between $250k - $500k
0.30% per quarter on portfolios between $500k - $1M

The fees listed here are the fees we charge for our services as an Investment Advisor Representative of FSC Securities Corporation.  Please note that there is a complete Fee Schedule for FSC Securities Corporation on the firm's Form ADV Part 2A and the fees listed here are within range of fees permitted by the firm.  For more information regarding fees, please request a copy of the firm's ADV Part 2A or visit