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Credentials
Series 63, Series 65
Experience Industry experience
43 years
Location
Grove Hill, AL
Steward Partners Investment Advisory, LLC
Enterprise
Charles Bailey III is a financial advisor at Steward Partners Investment Advisory, LLC with 43 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of advising, he serves as a board member for the Grand Manor Homeowners Association in Fairhope, AL, and acts as a co-trustee for a family investment trust. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA that manages approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, providing a range of investment advisory and financial planning services with both discretionary and non-discretionary portfolio management options.
Based on Steward Partners Investment Advisory, LLC
Based on Steward Partners Investment Advisory, LLC
Based on Steward Partners Investment Advisory, LLC
Based on Steward Partners Investment Advisory, LLC
Negotiable flat fees for financial planning and consulting services depending on complexity.
$0+: Up to 2.50% annually (negotiable, varies by Account and IAR) $5,000+: Steward Partners Unified Managed Account Program minimum account size $10,000+: BNY Advisors WealthStart & American Funds, Steward Partners Strategy Solutions $25,000+: Steward Partners Discretionary Portfolios, Guided Portfolios, Separate Account Solutions $50,000+: BNY Advisors Asset Allocation and AdvisorFlex Portfolios
Commissions earned by associates who are registered representatives; insurance commissions also applicable.
Hourly rates vary depending on time required; used for financial planning/consulting services.
Account minimum: $25,000 Minimum fee: Minimum Quarterly Program Fee prior to May 2011 was $250, can be waived at discretion Fee-only: Financial planning and consulting fees are negotiable; can be hourly, fixed fee, or percentage of assets.
Grove Hill, AL
Grove Hill AL
Advisors at this office
1
Alabama · Louisiana · Texas
43 years of industry experience
Steward Partners Investment Advisory, LLC
2023 - Present • 3 years
Mobile, AL
Steward Partners Global Advisory, LLC
2023 - Present • 3 years
Mobile, AL
Steward Partners Investment Solutions, LLC
2023 - Present • 3 years
Mobile, AL
Wells Fargo Clearing
2016 - 2023 • 7 years
Mobile, AL
WELLS FARGO ADVISORS LLC
2009 - 2016 • 7 years
Mobile, AL
Legg Mason Wood Walker, Incorporated
2001 - 2006 • 5 years
Mobile, AL
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.
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