Advisor at Steward Partners Investment Advisory, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Grove Hill, AL
Credentials
Series 63, Series 65
Industry experience
43 years
Charles Bailey III is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 licenses and over 42 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. He serves on the board of the Grand Manor HOA in Fairhope, AL. Steward Partners Investment Advisory, LLC manages approximately $28.34 billion in regulatory assets and serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management through proprietary and third-party strategies across multiple asset classes, tailored to client objectives.
Based on Steward Partners Investment Advisory, LLC
Fixed fees for financial planning and consulting services, negotiable based on complexity
$0+: Up to 2.50% annually (maximum program fee) $5,000 - $10,000: Negotiable, example minimum new account values mentioned for some programs $10,000 - $25,000: Negotiable, varies by program $25,000+: Negotiable, varies by program
Commission-based compensation for insurance products and broker-dealer transactions through affiliated SPIS
Hourly fees charged for financial planning and consulting services, rates vary
Account minimum: $25,000 Minimum fee: Minimum Quarterly Program Fee (Prior to May 2011) is $250, minimum fee may be waived at discretion Fee-only: Financial planning and consulting fees are negotiable; fees can be hourly, fixed, or percentage of assets
Grove Hill, AL
Alabama · Louisiana · Texas
Steward Partners Investment Advisory, LLC
2023 - Present (3 years)
Steward Partners Global Advisory, LLC
2023 - Present (3 years)
Steward Partners Investment Solutions, LLC
2023 - Present (3 years)
Wells Fargo Clearing
2016 - 2023 (7 years)
WELLS FARGO ADVISORS LLC
2009 - 2016 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
