Steward Advisors Group, LLC

Steward Advisors Group, LLC is a registered investment adviser founded in 2022, offering discretionary investment advisory and financial planning services. The firm's majority owner is Donald E. Simmons. They provide tailored investment advisory services based on client needs, including asset allocation aligned with faith-based values. Client assets are primarily invested in marketable securities, with the option for alternative investments. The firm also offers financial planning services covering various areas such as tax planning, retirement planning, and estate planning. Steward Advisors Group acts as a fiduciary, obligated to act in clients' best interests. The firm charges annual fees based on household assets, ranging from 1.40% to negotiable rates. For sub-advisory services, fees typically range from 0.50% to 1.00% annually. Financial planning fees are charged hourly or as a flat fee. The firm requires a minimum asset level of $25,000 to establish an advisory relationship. Clients grant Steward Advisors Group investment discretion, allowing the firm to make trading decisions without preapproval. The firm does not engage in principal or agency cross securities transactions for client accounts. Clients' assets are held with a qualified custodian, and fees are debited directly from client accounts. Steward Advisors Group does not vote proxies on behalf of clients and has no financial commitments that impair its ability to meet client obligations.