Robert Stewart
Advisor at LVZ, Inc.
Updated today
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.
Fee options
Outside Management Consulting Services flat fee $250 per quarter; Financial planning fixed fees up to 3% of assets analyzed
$0 - $750,000: 1.5% $750,000 - $1,500,000: 1.25% $1,500,001 - $3,000,000: 1%
Financial planning hourly fee up to $400 per hour
Account minimum: $100,000 and above generally required to open an account Minimum fee: $60 annual maintenance fee for accounts below $100,000, charged quarterly or monthly ($15 quarterly or $5 monthly) Fee-only: Financial planning fees: up to $400/hour, fixed fees up to 3% of assets analyzed, minimum $100 fee, monthly ongoing fees negotiable
Work history
LVZ, Inc.
2020 - Present (6 years)
Harbour Investments, Inc
2015 - 2020 (5 years)
Stewart Financial Group
2015 - Present (11 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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