Unclaimed
Grace Stewart is an investment advisor representative at The Mather Group, LLC. Grace is registered with the state of Illinois. She is a registered investment advisor representative and holds the Series 65 license. Grace has a background in education and finance, working in a school in St. Louis, Missouri prior to joining The Mather Group. Grace specializes in providing financial planning, educational seminars, and portfolio management for individuals and businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
A percentage of total net worth
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IL
09/26/2024 - Present
THE Mather Group, LLC (CHICAGO IL)
Active
Inactive
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