Christopher Steward is a CFA, CFP-designated registered investment advisor at Impact Advisors Group, based in Dedham, MA, with 14 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, Education Planning, Estate Planning, and 7 more. Their firm serves 79 clients with $48M 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 $250K | 1.15% |
| $250K - $600K | 1.05% |
| $600K - $1.5M | 0.95% |
| $1.5M - $3.5M | 0.85% |
| $3.5M - $5.0M | 0.70% |
| $5M+ | 0.70% |
Fees are negotiable for accounts over $5,000,000.
Fee Estimator
Location
Dedham, MA
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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
Christopher is the sole owner of Steward Air Charter, an on-demand FAA certified air charter service. He dedicates minimal time to this activity and receives more than 10% annual compensation.
Employment History
Current Registrations
Impact Advisors Group
Previous Registrations
Heritage Investors
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Fidelity Investments Institutional Services Company, INC.Broker
Pyramis Distributors Corporation LLCBroker
Scudder Investor Services, INC.Broker
State Registrations2 states
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