Roseal Stewart
Roseal Stewart is a registered investment advisor at Charles Schwab & CO., INC., based in Towson, MD, with 3 years of industry experience. Roseal operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Location
2 East Joppa Road, Suite 110, Towson, MD, 21286
Get directionsHistory
Regulatory History (3)
Judgment / Lien
October 2025Judgment / Lien
September 2016Judgment / Lien
January 2015Other Business Activities
Roseal works as a rideshare driver for Lyft in Silver Springs, Maryland, since 2018. This activity is not investment-related and does not occur during securities trading hours.
Employment History
Current Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
State Registrations16 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.