Private Client Group Services
As a member of our Private Client Group, you will receive semi-annual reviews with two CFP® Professionals as well as regular check-ins, monthly newsletters, webinars, workshops, and private client events. This group also has access to Right Capital, our firm's personalized client planning portal and mobile app.
Retirement & Goal Planning:
Retirement planning and distribution strategies
SSI optimization and Medicare planning
Executive compensation and stock plans
Planning for business owners
Investments:
Objective-based and customized portfolios
Ongoing monitoring and rebalancing
401(k) analysis and recommendations
Planning for concentrated stock positions
Protection:
Insurance policy review
Life, disability, & long-term care insurance needs analysis
Estate and business insurance solutions
Taxes:
Tax-optimized distribution strategies
Tax-efficient portfolio management
Roth conversion strategies
Coordination with client’s CPA
Estate:
Estate analysis
Legacy planning and family meetings
Trust services
Coordination with client’s attorney
Generosity:
Generosity workshop and resources
Partnership with NCF and Annual Giving Report
Donor Advised Funds (DAF) and Charitable Trusts
Stock gifts and Qualified Charitable Distributions (QCD)
0.25% per quarter on portfolios between $1M - $2M
0.20% per quarter on portfolios between $2 - $5M
0.15% per quarter on portfolios over $5M
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 https://adviserinfo.sec.gov.
Contact INFO
Phone: (919) 803-0035
Fax: (919) 803-2167
info@steward-wealth.com
343 E Six Forks Rd, Suite 388, Raleigh, NC, 27609
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Securities, insurance and investment advisory services offered through FSC Securities Corporation, member FINRA/SIPC and a registered investment adviser. Additional insurance services offered through Steward Wealth Strategies, not affiliated with FSC Securities Corporation.
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