Macgregor Maitland
Macgregor Maitland is a registered investment advisor at Steward Partners Investment Advisory, LLC, based in New Boston, NH, with 24 years of industry experience. Macgregor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 35,105 clients with $28B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Steward Partners offers investment management through various programs. Fees are negotiable and are calculated as a percentage of the assets managed. The maximum program fee is 2.50% annually. There are minimum new account values, but no minimum quarterly program fees are listed for the Steward Partners Discretionary Portfolios and Steward Partners Guided Portfolios. The amount of compensation Steward Partners receives varies between advisory programs and services, creating a potential conflict of interest.
Location
New Boston, NH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Steward Partners Investment Advisory, LLC
Steward Partners Investment Solutions, LLCBroker
Steward Partners Investment Solutions, LLC
Previous Registrations
Steward Partners Investment Solutions, LLC
Lincoln Financial Distributors, INC.Broker
Lincoln Financial Advisors CorporationBroker
Lincoln Financial Advisors Corporation
Lincoln Financial Securities CorporationBroker
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Signator Investors, INC.
Signator Investors, INC.Broker
Signator Investors, INC.
Lincoln Financial Securities Corporation
Lincoln Financial Advisors CorporationBroker
Windward Securities CorporationBroker
Lincoln Financial Securities CorporationBroker
Eastern Point Advisors INC.
Investors Capital CORP.Broker
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Fidelity Investments Institutional Services Company, INC.Broker
Fidelity Brokerage Services LLCBroker
State Registrations1 state
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