Steward Partners Investment Advisory, LLC
Assets Under Management
$24.8B
Number of Clients
31,228
Number of Advisors
419
Average Client AUM
$793K
AUM per Advisor
$59.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Steward Partners Investment Advisory, LLC is a registered investment adviser offering discretionary and non-discretionary portfolio management services. They offer a range of managed account programs tailored to individual financial circumstances and objectives. They also provide financial planning and consulting services.
Fee Structure
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.
Areas of Practice
Location
140 E. 45th Street, 36th Floor, New York, NY, 10017