Michael Stewart
Michael Stewart is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Marion, IL, with 35 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
Marion, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael owns rental real estate, farms, and is involved in financial planning. He is also president and board member for Stewart, an assistant soccer coach, and a managing member of Michael Stewart & Associates Financial Services LLC, and has a private equity investment in Cornerstone National Insurance.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations32 states
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