Carol Chesser is a CFP-designated registered investment advisor at Family Steward Wealth Consulting®, based in Hobe Sound, FL, with 30 years of industry experience. Carol operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 64 clients with $110M 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 | 1.55% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Minimum fee is $15,000/year ($3,750/quarterly). Fees may be negotiable.
Fee Estimator
Location
Hobe Sound, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Family Steward Wealth Consulting®
State Registrations1 state
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