Christopher Steward is a registered investment advisor at Steward Capital LLC., based in Bellevue, WA, with 19 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 29 clients with $41M 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 $250K | 1.80% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $1.5M | 0.95% |
| $1.5M - $3.0M | 0.85% |
| $3M+ | 0.70% |
Fees are generally negotiable. There is a minimum annual fee of $5000.
Fee Estimator
Location
10900 NE 8th St, Suite 800, Bellevue, WA, 98004
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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 Activities
Christopher invests as a limited partner in various apartment buildings and developments. This activity is investment-related.
Employment History
Current Registrations
Steward Capital LLC.
Previous Registrations
Sweetwater Investments INC
Ameriprise Financial Services, INC.
State Registrations1 state
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