Stewart Wealth Advisors provides investment management and financial planning services to individuals, high net worth individuals, charitable organizations, corporations, and business entities. Investment strategies are tailored to client goals and objectives. Financial planning covers a range of topics, including retirement, risk management, investments, tax reduction, and estate preservation. Consultation services are also available for specific financial topics.
Assets Under Management$340K
Clients4
Advisors1
Avg. per Client$86K
Avg. per Advisor$340K
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.15% |
| $500K - $1.0M | 1.90% |
| $1.0M - $5.0M | 1.50% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
The annual fee is negotiable based upon certain criteria. When Stewart Wealth participates in Altruist LLC’s Model Marketplace, Altruist charges an additional annual fee of up to 1%. Stewart Wealth’s fee is inclusive of Altruist LLC’s Model Marketplace fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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