Meredith Stewart is a registered investment advisor at White Wing Wealth Management, LLC, based in The Woodlands, TX. Meredith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 151 clients with $180M 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 $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.65% |
At our discretion, we may combine the account values of family members living in the same household to determine the applicable advisory fee. Fees are negotiable.
Fee Estimator
Location
10001 Woodloch Forest Drive, Suite 515, The Woodlands, TX, 77380
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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 →Employment History
Current Registrations
White Wing Wealth Management, LLC
State Registrations1 state
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