Andrew Stewart
Andrew Stewart is a registered investment advisor at Nwf Advisory Services INC, based in Campbell, CA, with 16 years of industry experience. Andrew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 11,433 clients with $6.4B 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 $100K | 2.10% |
| $100K - $250K | 2.10% |
| $250K - $500K | 1.88% |
| $500K - $750K | 1.65% |
| $750K - $1.2M | 1.43% |
| $1.3M - $2.0M | 1.20% |
| $2.0M - $5.0M | 0.97% |
| $5.0M - $25.0M | 1.00% |
| $25M+ | 0.78% |
Fees are negotiable. Different programs such as Model Portfolios and WMAP charge a maximum fee of 1.50% up to $25,000,000 and 1.00% above that.
Fee Estimator
Location
55 N. Third St. #200, Campbell, CA, 95008
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
Andrew owns rental property and dedicates minimal time to ensuring mortgage and HOA dues are paid. He also advises clients about using insurance products to protect against risk, spending about a quarter of his time on this, and works full-time as a financial professional marketing himself under the DBA Artisan Capital Partners.
Employment History
Current Registrations
Nwf Advisory Services INC
Osaic Wealth, INC.Broker
Previous Registrations
Whjr Associates
Royal Alliance Associates, INC.
State Registrations16 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
More Advisors
- Michael Kearns, ChFCNorthwestern Mutual Investment Services,llc
- Tracy Lasecke, CFPAllworth Financial, L.P.
- Aaron Sessions, ChFCState Farm Investment Management CORP.
- Dongyong Zhou, CFACharles Schwab & CO., INC.
- Rashmina Lalani, CFAStrategic Advisers LLC
- David Culler, ChFCPark Avenue Securities LLC