SM
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Stewart Mcgehee
25 Years of Experience
Little Rock, AR
1 Disclosure
Stewart Mcgehee is a registered investment advisor at Mcgehee Capital Management, based in Little Rock, AR, with 25 years of industry experience. Stewart operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2 clients with $200K in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
2 clients
Average Client Portfolio
$100K average
Assets Under Management
$201K
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.85% |
Fees on assets over $10,000,000 are negotiable. The schedule shown is for Aggressive Growth and Growth portfolios. Balanced portfolios have lower fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Little Rock, AR
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Regulatory History (1)
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Regulatory
August 2020Final
Employment History
Current Registrations
Mcgehee Capital Management
January 2022 - Present · 4 yrs 4 mos
Previous Registrations
Mcgehee Capital Management, INC.
December 1998 - August 2020 · 21 yrs 8 mos
State Registrations1 state
AR
Advisor
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.
Exams
No exam information available for this advisor.