Steward Partners Investment Solutions, LLC
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Overview
Steward Partners Investment Solutions, LLC is an advisory firm headquartered in Portland, Oregon. Steward Partners Investment Solutions, LLC manages $822.9 million in assets under management across 2,043 accounts, placing it among the bigger investment advisory firms in the nation by assets under management (AUM). It has an average-sized group, including 25 financial advisors. Steward Partners Investment Solutions, LLC does not act as a registered broker-dealer, signifying that the firm is not able to buy and sell securities for its accounts and those of its clients and instead must go through a broker-dealer company to do so. Securities are defined as exchangable financial investments like bonds, equities and options.
Steward Partners Investment Solutions, LLC manages the majority of the firm's accounts on a discretionary basis. Discretionary management means that transaction choices for the client's account are made by a portfolio manager without requiring client authorization. The firm also manages 419 non-discretionary accounts totaling $163.7 million in assets. The firm oversees an average of $402,775 in assets for each client account. The typical advisor at Steward Partners Investment Solutions, LLC administers about 82 client accounts.
Steward Partners Investment Solutions, LLC's central office is located at 15495 Sw Sequoia Parkway, Portland, Oregon 97224. It is registered to provide services to clients throughout 51 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Steward Partners Investment Solutions, LLC by the Numbers
$822.9 million
59
2,043
$402.8 thousand
Products and Services
Steward Partners Investment Solutions, LLC offers multiple services, which can consist of financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. In the prior fiscal year, the firm provided financial planning services to 26-50 of its clients. The firm does not sell products or offer services apart from investment advice to its investment advisory clients. The firm is affiliated with one or more other companies in the financial services industry, including with an insurance company or agency.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Find a firm that offers this service
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees charged by financial advisors usually depend on the financial services offered. However, fees billed by Steward Partners Investment Solutions, LLC may include the following fee types: asset-based or hourly. The firm participates in a wrap fee program, in which the company offers a bundle of services for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
Unavailable
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company manages money for a broad range of customers. The company provides services to retail investors, high net worth investors, charitable organizations, corporations and other. Out of its 2,043 customers, Steward Partners Investment Solutions, LLC's biggest client group by number of accounts is retail investors, although it also manages money for 626 high-net-worth individuals. The SEC defines a high-net-worth individual as an investor who has at least $750,000 under management or a net worth of at least $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's customers are from outside of the U.S.
- High-Net-Worth Individuals* - 30.7%
- Other Individuals - 66.75%
- Corporations - 1.47%
- Charitable Organizations - 1.08%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Steward Partners Investment Solutions, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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