Stewart Schrader
Stewart Schrader is a CFP-designated registered investment advisor at Mercer Global Advisors INC., based in Woodland Hills, CA, with 24 years of industry experience. Stewart operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 36,172 clients with $84B 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 | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Schedule reflects the Custom Wealth and Ascend Group standard tiers. Other service levels such as Wealth Path and Guided Investing have different fee schedules and minimums.
Fee Estimator
Location
5550 Topanga Canyon Blvd., Suite 350, Woodland Hills, CA, 91367
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2023Employment History
Current Registrations
Mercer Global Advisors INC.
Previous Registrations
Sage Private Wealth Group, LLC
Raymond James Financial Services Advisors, INC
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Fifth Third Securities, INC.Broker
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M&i Investment Management CORP.
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Wells Fargo Advisors, LLC
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Banc of America Investment Services, 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.
Exams
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