Robert Stewart Jr.
Advisor at LVZ, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at LVZ, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Cordele, GA 31015
Credentials
Series 66
Industry experience
21 years
Robert Stewart is a financial advisor with LVZ, Inc. in Cordele, GA, holding a Series 66 credential and 21 years of industry experience. He has worked at LVZ, Inc. since 2020 and previously spent five years at Harbour Investments, Inc. Stewart is also the owner and operator of Stewart Financial Group, an independent insurance agency, and is involved in tax consulting and property evaluation dispute resolution. LVZ, Inc. provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and qualified retirement plans. The firm employs a blended investment approach combining fundamental and technical analysis with qualitative review of economic and social trends, offering portfolios in Classic and Specialty styles.
Based on LVZ, Inc.
Fixed fees for financial planning and consulting services, and $250 per quarter for outside management consulting services
$0 - $750,000: 1.5% $750,001 - $1,500,000: 1.25% $1,500,001 - $3,000,000: 1.0%
Up to $400 per hour for financial planning and consulting services
Account minimum: $100,000 Minimum fee: $60 annual maintenance fee if quarterly account value remains below $100,000 (charged in increments of $15 quarterly or $5 monthly)
219 S. 7th Street
Cordele, GA 31015
Georgia
LVZ, Inc.
2020 - Present (6 years)
Harbour Investments, Inc
2015 - 2020 (5 years)
Stewart Financial Group
2015 - Present (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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