Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
This firm offers both wrap-fee and non-wrap fee programs. In a wrap fee program, clients pay a single, bundled fee that covers investment advisory services and the execution of transactions. In a non-wrap fee program, the advisory fee does not include trade execution costs or other service charges, and these costs are incurred separately by the client. Variable annuities are excluded from wrap fee program billing.
Areas of Practice
Advisor Information
Office location
459 Monterey Avenue, Suite 100, Los Gatos, CA, 95030
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Andrew owns 459 Monterey Ave LLC, a real estate company where his RIA leases space, dedicating minimal time to it. He also serves as Owner/COO of Legacy Capital Group California and Owner/CIO of REACT Investment Solutions LLC, both RIAs, dedicating full-time hours to each.