Stuart Mcgehee is a registered investment advisor at Fsg Wealth Advisors, LLC, based in Seattle, WA, with 13 years of industry experience. Stuart operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Corporate Executives, Education Planning, Estate Planning, and 3 more. Their firm serves 19 clients with $21M 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 | 1.00% |
| $500K - $1.0M | 0.95% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $6.0M | 0.50% |
| $6.0M - $7.0M | 0.40% |
| $7.0M - $8.0M | 0.30% |
| $8M+ | 0.20% |
FSG Wealth Advisors may also quote a flat percentage investment management fee that varies from the above schedule. A flat annual percentage investment management fee of 0.75%, for example, would apply to a client’s entire amount of assets under management. Fees are negotiable.
Fee Estimator
Location
2033 Sixth Ave., Ste. 815, Seattle, WA, 98121
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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 Activities
Stuart is the principal and sole owner of Affluent Boomer Enterprises, LLC and National Financial Strategy Group, LLC, dedicating minimal time to each. He is also a co-owner of Treehouse Mt. Rainier, LLC, spending minimal time on this business as well.
Employment History
Current Registrations
Fsg Wealth Advisors, LLC
Pnw Asset Management
Previous Registrations
Fsg Investment Management, LLC
State Registrations4 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.