Jeffrey Stewart is a CFP-designated registered investment advisor at Lucid Wealth Planning LLC, based in Wake Forest, NC, with 19 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Gen X, and 5 more. Their firm serves 59 clients with $98M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lucid Wealth Planning charges a percentage of your portfolio annually for investment management services. The annual fee is calculated based on the market value of your investments and paid quarterly. Clients engaged in ongoing comprehensive planning receive a preferred rate. There is a $3,000 minimum annual fee for investment management, which does not apply to clients qualifying for the preferred rate. Clients with at least $500,000 under management receive comprehensive financial planning as a bundled service at no additional cost.
Contact
Jeffrey Stewart
Location
1780 Heritage Center Dr, Suite 201, Wake Forest, NC, 27587
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Lucid Wealth Planning LLC
Previous Registrations
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
E*trade Capital Management, LLC
E*trade Securities LLCBroker
State Registrations2 states
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