Stewardship Wealth Management Solutions

Stewardship Wealth Management Solutions, operating under TME Financial, Inc., offers a range of investment advisory services to individuals and various client types. Established in 2019 in California, the firm is wholly owned by Boulos Michael. Acting as a fiduciary, the firm prioritizes clients' best interests and tailors investment strategies to meet specific needs. Services include asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm may utilize third-party investment advisers to aid in portfolio management. Clients can expect annual reviews of their accounts, with discretionary investment options available. Stewardship Wealth Management Solutions charges fees based on services provided, with maximum annual fees not exceeding 1.75% for asset management and 2.00% for comprehensive portfolio management. The firm recommends Charles Schwab as a custodian and broker, offering a range of investment products and services. Stewardship Wealth Management Solutions does not receive soft dollars and has no disciplinary events. Clients are encouraged to review account statements and are provided with detailed information on investment strategies, risks, and fee structures.