Stuart Blewett
Stuart Blewett is a registered investment advisor at Berkeley Capital Partners, LLC, based in Milton, GA, with 33 years of industry experience. Stuart operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,544 clients with $1B 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 | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.90% |
Fee Estimator
Location
3000 Heritage Walk, Suite 301, Milton, GA, 30004
Get directionsHistory
Regulatory History (3)
Customer Dispute
December 2010Customer Dispute
September 2009Customer Dispute
December 2002Other Business Activities
Stuart is a partner at Berkeley Capital Partners, LLC, a registered investment advisor, dedicating full-time hours to financial advisor activities. He is also a limited partner in Berkeley Capital Partners Venture I, LLC, a holding company, but spends no time on this activity.
Employment History
Current Registrations
Berkeley Capital Partners, LLC
Previous Registrations
Triad Advisors, INC.Broker
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
PFS Investments INC.Broker
State Registrations2 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.