Cecil Hight
Cecil Hight is a registered investment advisor at Stewardship Advisory Group, LLC, based in Clermont, FL, with 21 years of industry experience. Cecil operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 1,108 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Stewardship Advisory Group offers investment management services where they provide ongoing advice and make investments based on your individual needs. The fees for investment management are charged each quarter based on the value of your portfolio. There are two fee schedules, one for fee-based asset management accounts and one for bundled financial life guidance and investment management services.
Fee-Based Asset Management Accounts:
- Up to $2 Million: 1.00% per year
- $2M-$5M: 0.75% per year
- Above $5M: 0.50% per year
Bundled Financial Life Guidance and Investment Management Services:
- $0 - $500k: 1.5% per year
- $500k - $2 Million: 1.3% per year
- $2 Million - $5 Million: 1.05% per year
- Above $5 Million: 0.80% per year
Location
17011 S.R. 50, Suite 203, Clermont, FL, 34711
Get directionsHistory
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 ActivitiesSells Insurance
Cecil is an agent for Stewardship Advisory Group Holdings LLC selling non-variable insurance since 2009, and an investment advisor representative for Stewardship Advisory Group LLC since 2013. He also holds positions in ROI Medical, MJH Healthcare Services, MJH Stewardship Enterprises, and Stewardship Legacy Coaching.
Employment History
Current Registrations
Stewardship Advisory Group, LLC
United Planners' Financial Services of America a Limited PartnerBroker
Previous Registrations
Stewardship Legacy Coaching, LLC
United Planners' Financial Services of America a Limited Partner
Qa3 Financial LLC
Qa3 Financial CORP.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Sammons Securities Company, LLCBroker
State Registrations6 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.