AS
AS
Allison Stewart
12 Years of Experience
Kirkland, WA
May Earn Commission
Allison Stewart is a registered investment advisor at Omega Financial Investments & Insurance, based in Kirkland, WA, with 12 years of industry experience. Their practice areas include Investment Management. Their firm serves 71 clients with $70M in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
71 clients
Average Client Portfolio
$989K average
Assets Under Management
$70.3M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.08% |
| $3M+ | 0.07% |
Fees are not negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
10829 NE 68th St. Suite 201, Kirkland, WA, 98033
Get directionsHistory
Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Omega Financial Investments & Insurance
May 2013 - Present · 13 yrs
State Registrations1 state
WA
Advisor
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
No exam information available for this advisor.