Top financial advisors in Halfmoon, NY
We’ve curated a list of the best financial advisors in Halfmoon, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$31,742,589
Number of advisors
3 advisors
| $31,742,589 | 3 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Halfmoon, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Halfmoon. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Steward Advisors Group, LLC
Steward Advisors Group, LLC is a registered investment adviser founded in 2022, offering discretionary investment advisory and financial planning services. The firm's majority owner is Donald E. Simmons. They provide tailored investment advisory services based on client needs, including asset allocation aligned with faith-based values. Client assets are primarily invested in marketable securities, with the option for alternative investments. The firm also offers financial planning services covering various areas such as tax planning, retirement planning, and estate planning. Steward Advisors Group acts as a fiduciary, obligated to act in clients' best interests. The firm charges annual fees based on household assets, ranging from 1.40% to negotiable rates. For sub-advisory services, fees typically range from 0.50% to 1.00% annually. Financial planning fees are charged hourly or as a flat fee. The firm requires a minimum asset level of $25,000 to establish an advisory relationship. Clients grant Steward Advisors Group investment discretion, allowing the firm to make trading decisions without preapproval. The firm does not engage in principal or agency cross securities transactions for client accounts. Clients' assets are held with a qualified custodian, and fees are debited directly from client accounts. Steward Advisors Group does not vote proxies on behalf of clients and has no financial commitments that impair its ability to meet client obligations.
$31,742,589 under management
3 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesSelection Of Other Advisers
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Halfmoon, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Halfmoon. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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