Catherine
Stewart

About this Advisor

Catherine Stewart is a certified financial planner who works out of Charlotte, North Carolina, who has been in the industry for 11 years. Stewart is on the advisory team at Vanguard Advisers Inc. During their career, the advisor has held roles at Ameriprise Financial Services, Inc and The Vanguard Group, Inc. Stewart has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can serve investors in North Carolina and Texas. Vanguard Advisers Inc is a firm that has its headquarters in Charlotte, North Carolina. The company has offices in three locations and a total of 878 advisors. It handles $151 billion in assets among its 661,667 client accounts, making it one of the biggest firms in the country by assets under management. The firm provides financial advisory services to 583 charitable organizations. Of its 661,667 customer accounts, just 4% belong to high-net-worth clients who have greater than $1 million in assets. Vanguard Advisers Inc provides a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Financial management fee schedules usually depend on which service is provided. However, fees charged by Vanguard Advisers Inc can be comprised of some combination of asset-based and fixed fees.