Earl Stewart
Earl Stewart is a registered investment advisor at Stonex Advisors INC., based in Richmond, VA, with 40 years of industry experience. Earl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 2 more. Their firm serves 9,843 clients with $5.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
StoneX Advisors' investment management fees are negotiated between you and your financial advisor, with a maximum of 2% of your portfolio's value annually (1.5% for annuity allocations). There's a minimum annual fee of $200, or $300 for Unified Managed Accounts. Fees are typically deducted from your account quarterly or monthly in advance, but can be arranged in arrears. If you end the agreement early, you'll receive a refund for any unearned fees.
Location
8639 Mayland Drive, Suite 106A, Richmond, VA, 23294
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2002Other Business Activities
Earl is a member of BCES, LLC, which rents office space and shares office expenses. He spends minimal time on this non-investment related activity.
Employment History
Current Registrations
Stonex Advisors INC.
Stonex Securities INC.Broker
Previous Registrations
Sterne Agee Asset Management, INC.
Sterne, Agee & Leach, INC.Broker
Anderson & Strudwick, IncorporatedBroker
Anderson & Strudwick, Incorporated
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
First Union Brokerage Services, INC.Broker
A. G. Edwards & Sons, INC.Broker
Investors Security Company, INC.Broker
Carillon Investments, INC.Broker
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.