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Chay Stewart
6 Years of Experience
Holly Hill, FL
1 DisclosureSells Insurance
Chay Stewart is a registered investment advisor at Xcel Wealth Management, LLC, based in Holly Hill, FL, with 6 years of industry experience. Chay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 334 clients with $500M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
334 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$497.9M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2M+ | 0.75% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
101 2nd Street, Suite 402, Holly Hill, FL, 32117
Get directionsHistory
Regulatory History (1)
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Regulatory
July 2019Final
Other Business ActivitiesSells Insurance
Chay is the owner of Stewart Planning Group, Inc., where he is involved in insurance sales and services. This activity takes up nearly all of Chay's time.
Employment History
Current Registrations
Xcel Wealth Management, LLC
January 2024 - Present · 2 yrs 4 mos
Previous Registrations
Ae Wealth Management, LLC
August 2019 - January 2024 · 4 yrs 5 mos
State Registrations1 state
FL
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.