Don't take more risk than you need to. Make your investments last in retirement. Your financial advisor adjusts investments to match your need, age, and risk.
Using a buy-and-hold strategy, diversification, and emphasizing quality we build our portfolios. We adapt our portfolios to benefit from long-term sector trends like green energy, commodities, and cyber security without chasing unnecessary risk.
This cost uses a declining schedule. For example, if you had 1 million dollars. The first $250,000 is 0.95%, the next $250,000 is 0.8%, and the remaining $500,000 is 0.65%.
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7307 North Division Street, Suite 205, Spokane, Washington 99208, United States
Copyright © 2023 Stewardship Concepts Financial Services, LLC - All Rights Reserved. SCFS LLC Concepts Financial Services, LLC is a registered investment adviser in the State of Washington. The adviser may not transact business in states where it is not appropriately registered, excluded, or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities or the rendering of personalized investment advice for compensation will not be made without registration or exemption.