Brian Seay is a CFA-designated registered investment advisor at Capital Stewards, LLC, based in Huntsville, AL, with 4 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 13 clients with $12M 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 | 1.50% |
| $500K - $1000K | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fee Estimator
Location
4100 Market Street Sw, Suite 100, Huntsville, AL, 35808
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Capital Stewards, LLC
State Registrations3 states
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