How does the advisor help clients – Key Takeaways:
STEWART ADVISORY SERVICES, LLC provides a variety of financial services to help clients achieve their financial goals. Their expert advisors offer personalized and comprehensive financial planning to individuals and businesses, using a holistic approach that takes into account each client’s unique circumstances and goals.
Facts and Insights:
STEWART ADVISORY SERVICES, LLC is a registered financial advisory firm with the Securities and Exchange Commission (SEC). The company was founded in 2005 and has been in business for 15 years. Currently, the firm manages over $200 million in client assets and has a team of 10 experienced advisors.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $200 million | 10 | 15 years |
Financial Services Offered:
STEWART ADVISORY SERVICES, LLC offers a range of financial services, including retirement planning, investment management, tax planning, estate planning, and insurance planning. Their advisors work closely with clients to develop personalized strategies that align with their goals, risk tolerance, and time horizon.
Client Types:
The firm caters to a diverse range of clients, including high-net-worth individuals, families, and small businesses. They have expertise in working with clients from various industries and professions, including executives, doctors, lawyers, and entrepreneurs.
Fees & Compensation:
STEWART ADVISORY SERVICES, LLC is a fee-only firm, which means they do not earn commissions or incentives for recommending specific financial products. Instead, they charge a fee based on a percentage of the assets they manage for clients. This fee structure ensures that their interests are aligned with their clients’ best interests, promoting transparency and trust.
Background:
The founder and CEO of STEWART ADVISORY SERVICES, LLC, John Stewart, has over 25 years of experience in the financial industry. He holds a bachelor’s degree in Economics and a Certified Financial Planner (CFP) designation. The firm takes pride in their team of qualified advisors who have extensive knowledge and experience in various aspects of financial planning and management.
Financial Advisor Disclosures to Know:
STEWART ADVISORY SERVICES, LLC is a fiduciary and is legally obligated to act in the best interests of their clients. As such, they have a strict ethical code and follow a code of conduct to ensure their clients’ financial well-being. The firm is also registered with the SEC and is required to disclose any potential conflicts of interest to their clients to maintain transparency and ethical standards.