Reuben Stewart is a registered investment advisor at Navigate Wealth Management, LLC, based in Birmingham, AL, with 19 years of industry experience. Reuben operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 274 clients with $430M 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 $1.0M | 1.50% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees are generally negotiable.
Fee Estimator
Location
2850 19th Street South, Suite 350, Birmingham, AL, 35209
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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
Reuben is a partner at Shimoda, Stewart & Storey, LLP, a law practice. This activity takes about half of his time.
Employment History
Current Registrations
Navigate Wealth Management, LLC
Previous Registrations
Stonebridge Advisors, LLC
Cssc Investment Advisory Services, INC.
Stewart, Reuben Frank III
Hayek Kallen Investment Management L.L.C.
Hayek Kallen Investment Management L.L.C.
Stewart, Reuben Frank III
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.