Family Steward Wealth Consulting®
Family Steward Wealth Consulting® (CRD# 130406) is a financial advisory firm headquartered in Palm Beach Gardens, FL. They manage $85,269,471 in 182 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Family Steward Wealth Consulting®
By the Numbers
-
Total Assets Under Management85MILLION
-
Total Number of Accounts182ACCOUNTS
-
Average Account Value$468,514
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, TX
Financial Advisors at Family Steward Wealth Consulting®
1
Walter Burns (CRD# 1410185) is an Investment Advisor Representative working at Family Steward Wealth Consulting® in Palm Beach Gardens, FL and has over 38 years of experience in the finance industry.
2
Carol Chesser (CRD# 2118118) is an Investment Advisor Representative working at Family Steward Wealth Consulting® in Palm Beach Gardens, FL and has over 31 years of experience in the finance industry.
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