Abraham Gonzalez

Steward Partners Investment Advisory, LLC

17 Years of Experience

View SEC Summary

Firm Information

Steward Partners Investment Advisory, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

419 advisors

Number of Clients

31,228 clients

Average Client Portfolio

$793K average

Assets Under Management

$24.8B

Fee Structure

Minimum Investment:$10K

Fees are negotiable and vary based on the IAR, market value of assets, complexity of services, securities utilized, and administration level. The maximum program fee is 2.50%. Minimum new account values start at $10,000. Financial planning and consulting fees are also negotiable and can be hourly, fixed, or a percentage of assets. Cash sweep programs may generate revenue for the firm, creating a potential conflict of interest.

View Full Brochure on SEC

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & Coaching

Advisor Information

Office location

140 E. 45th Street, 36th Floor, New York, NY, 10017

Get directions

Regulatory History

Clean regulatory record

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.