Daniel Stewart
Daniel Stewart is a registered investment advisor at Stewart Wealth Management, LLC, based in Naples, FL, with 7 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 4 clients with $340K 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 $500K | 2.15% |
| $500K - $1.0M | 1.90% |
| $1.0M - $5.0M | 1.50% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
The annual fee is negotiable based upon certain criteria. When Stewart Wealth participates in Altruist LLC’s Model Marketplace, Altruist charges an additional annual fee of up to 1%. Stewart Wealth’s fee is inclusive of Altruist LLC’s Model Marketplace fees.
Fee Estimator
Location
999 Vanderbilt Beach Rd, Suite 200, Naples, FL, 34108
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
Daniel is an independent insurance agent with Fidelity Insurance Agency of Virginia, holding licenses in life, health, and variable annuities, dedicating nearly full-time hours to this role. He also serves as a Regional Vice President at Stewart Wealth Advisors, providing securities and investment-related services, also dedicating nearly full-time hours.
Employment History
Current Registrations
Stewart Wealth Management, LLC
Previous Registrations
Aegis Wealth Management, INC.
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Suntrust Investment Services, INC.Broker
Suntrust Advisory Services, INC.
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
State Registrations2 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.