Suzanne Stewart
Suzanne Stewart is a registered investment advisor at Integrity Advisory Solutions, based in Oconomowoc, WI, with 18 years of industry experience. Suzanne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 2,427 clients with $510M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Integrity Advisory Solutions offers investment management through the IAS Edge Program. The total fee includes a program fee (up to 0.35% annually), an advisor fee (up to 2.00% annually), and potentially a third-party sub-advisor fee. Fees are typically charged quarterly in advance. There is no minimum account size. They also offer a Third-Party Retirement Account Program with fees detailed in the advisory agreement, billed monthly or quarterly.
Location
128 Silver Lake Plz #B, Oconomowoc, WI, 53066
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Integrity Advisory Solutions
Integrity Alliance, LLC.Broker
Integrity Alliance, LLC
Previous Registrations
Princor Financial Services CorporationBroker
State Registrations1 state
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