Robert Stewart is a registered investment advisor at Lvz, INC., based in Cordele, GA, with 21 years of industry experience. Robert 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, Retirement Planning. Their firm serves 2,387 clients with $970M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees may be negotiable based on client circumstances. A $60 annual maintenance fee is charged if the quarterly billable account value remains below $100,000.
Fee Estimator
Location
219 S. 7th Street, Cordele, GA, 31015
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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 ActivitiesSells Insurance
Robert is the owner/operator of Stewart Financial Group, an independent insurance agency including EIAs, since 2008. He also owns rental property through JLP Stewart LLC, serves as an independent contractor for the Board of Equalization, and owns Lake Blackshear Tax Pros for tax consulting.
Employment History
Current Registrations
Lvz, INC.
Previous Registrations
Harbour Investments, INC.
Harbour Investments, INC.Broker
Next Financial Group, INC.
Next Financial Group, INC.Broker
1717 Capital Management Company
1717 Capital Management CompanyBroker
State Registrations1 state
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.