Jacob Stewart is a CFP-designated registered investment advisor at Wealth More Enterprise, INC., based in Smithfield, NC, with 5 years of industry experience. Jacob operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 76 clients with $76K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wealth More offers investment management through a wrap fee program.
For the Invest+ Plan, Wealth More charges a monthly fee of $25 (or $300 annually).
For the Premium+ Plan, Wealth More charges a monthly fee of $125. A minimum investment balance of $30,000 is required to maintain the Premium Advice+ Plan.
Location
Smithfield, NC
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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
Jacob works as a Financial Assistant at Brightside, dedicating nearly full-time hours to the role. This activity is not investment-related.
Employment History
Current Registrations
Wealth More Enterprise, INC.
Previous Registrations
Wealth More Enterprise, INC.
Cgn Advisors, LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
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.