Stewart Wealth Management, Inc.

Stewart Wealth Management, Inc. is an SEC-registered investment adviser established in 2007 by Benjamin Stewart, who serves as the Chief Executive Officer and Chief Compliance Officer. The firm specializes in providing financial planning and investment advisory services to individual clients, trusts, endowments, qualified retirement plan sponsors, and business entities. They offer services such as investment management, retirement planning, estate planning, and pension consulting services. The firm primarily recommends institutional-class stock mutual funds with low expense ratios and low internal transaction costs. They may also suggest other low-cost investment solutions like ETFs, low-cost bond funds, and individual fixed income securities. Stewart Wealth Management, Inc. does not act as a custodian of client assets and clients always maintain control over their assets. They offer investment supervisory services on a discretionary or non-discretionary basis, depending on the client's preference. Clients are required to have a minimum of $100,000 in investment assets, and the firm's fee structure is based on a percentage of assets under management. The minimum account size is $250,000, and the minimum annual fee is $1,000. Fees are billed quarterly in advance. The firm does not receive any compensation from fund companies and does not engage in performance-based fees. Clients have the option to impose restrictions on investing in certain securities or types of securities. Stewart Wealth Management, Inc. does not accept authority to vote proxies on behalf of clients, and clients retain the responsibility for receiving and voting proxies for any securities maintained in their portfolios. The firm has a Business Continuity Plan in place to mitigate and recover from potential disruptions, and they maintain an information security program to protect client information. Clients are provided with annual Privacy Notices and have the option to opt out of information sharing with certain third parties.