Stewart Macdonald
Stewart Macdonald is a ChFC-designated registered investment advisor at Global Retirement Partners LLC, based in St. Petersburg, FL, with 33 years of industry experience. Stewart operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 24,340 clients with $140B 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 $1.0M | 2.00% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.00% |
Fee Estimator
Location
275 96th Ave. #4, St. Petersburg, FL, 33702
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Stewart is involved in several businesses, including Macdonald Financial and Macdonald Insurance Group, focusing on employee benefit plans, life, dental, disability, and health insurance. He also provides investment advisory services through Global Retirement Partners LLC, dedicating full-time hours to this activity.
Employment History
Current Registrations
Global Retirement Partners LLC
LPL Financial LLCBroker
Previous Registrations
Independent Financial Partners
Jonathan Roberts Advisory Group, INC.
J.W. Cole Financial, INC.Broker
Money Concepts Capital CORP
Money Concepts Capital CORPBroker
Intersecurities, INC.
Intersecurities, INC.Broker
The O.N. Equity Sales CompanyBroker
Mony Securities CorporationBroker
Nylife Securities INC.Broker
Sigma Financial CorporationBroker
Allapree Securities, INC.Broker
Ffp Securities, INC.Broker
Intersecurities, INC.Broker
Securities America, INC.Broker
Brauer & Associates, INC.Broker
Pruco Securities CorporationBroker
State Registrations3 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.