Douglas Stewart
Douglas Stewart is a registered investment advisor at Cary Street Partners, based in Fredericksburg, VA, with 39 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 5,851 clients with $8.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
Fees are negotiable for amounts over $25,000,001. Fees shown do not include any underlying fund/product fees, where applicable.
Fee Estimator
Location
250 Executive Center Parkway, Fredericksburg, VA, 22401
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2015Other Business ActivitiesSells Insurance
Douglas is the chairman of Northern Neck Insurance Corp. and also involved with numerous real estate investment partnerships and LLCs, dedicating minimal time to each. He also serves on the board of directors for McPherson Oil, spending a few hours per week on oversight and strategic planning.
Employment History
Current Registrations
Cary Street PartnersBroker
Cary Street Partners
Previous Registrations
Wachovia Securities, LLCBroker
Wachovia Securities, LLC
First Union Capital Markets CORP.Broker
State Registrations22 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.