Wesley Stewart is a registered investment advisor at Synovus Securities, INC., based in Huntsville, AL, with 16 years of industry experience. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 12,411 clients with $8.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Synovus Securities offers several investment programs with fees that vary depending on the program and the amount you invest. These fees cover investment advice, portfolio management, custodial services, and brokerage-related expenses. Here's a breakdown of some of the programs:
- Separately Managed Account (SMA) Program: Fees range from 1.10% to 1.40% annually, plus subadviser fees (0.13% to 1.02%) and Envestnet fees (0.17%).
- Strategic Allocation Program: Fees range from 0.96% to 1.26% annually, plus subadviser fees (0.00% to 0.18%) and Envestnet fees (0.13%).
- Tactical Allocation Program: Fees range from 1.00% to 1.30% annually, plus subadviser fees (0.15% to 0.35%) and Envestnet fees (0.13%).
- Foundations Program: Fees range from 0.95% to 1.15% annually, plus subadviser fees (0.10%) and Envestnet fees (0.10%).
- Advisor Directed Program: Fees range from 1.16% to 1.46% annually, plus Envestnet fees (0.08%).
- Unified Managed Account (UMA) Program: Fees range from 1.10% to 1.40% annually, plus subadviser fees (0.15% to 0.67%) and Envestnet fees (0.12%).
- Individually Managed Accounts and Outside Money Manager Program: Fees range from 1.10% to 1.40% annually, plus subadviser fees (0.30% to 1.00%).
There are also minimum account values for each program, which may be waived at Synovus Securities' discretion. Synovus Securities also charges 1.50% annually for advice related to variable insurance contracts, with a $500 minimum annual fee.
Location
301 Washington Street, Huntsville, AL, 35801
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Wesley is the VP of the Endowment Committee at Central Baptist Church, ensuring gifts are used as intended, dedicating minimal time. He also fills in for the worship leader at the church, receiving compensation when needed, also dedicating minimal time.
Employment History
Current Registrations
Synovus Securities, INC.Broker
Synovus Securities, INC.
Previous Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Cetera Investment Services LLC
Edward Jones
Edward JonesBroker
Nylife Securities LLCBroker
Farmers Financial Solutions, LLCBroker
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.