Steward Partners Investment Advisory offers comprehensive investment management, portfolio supervision, financial planning, and consulting services to individuals, families, and businesses. Operating as a registered investment advisor with locations nationwide, the firm provides access to various managed account programs, including discretionary and non-discretionary portfolio management, third-party money managers, and unified managed accounts. Clients can establish accounts with several major custodian institutions. Steward Partners Investment Advisory tailors its services to individual client objectives, risk tolerances, and time horizons, while specializing in areas such as retirement planning, tax-aware strategies, and alternative investments.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum program fee is 2.50% annualized (up to 3.00% for certain Raymond James programs). Fees are fully negotiable between you and your investment advisor representative.