Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
10 advisors
Number of Clients
7,107 clients
Average Client Portfolio
$807K average
Assets Under Management
$5.7B

Fee Structure

Minimum Investment:$250K
Financial Planning:Investment management only

Fees for investment management services are calculated as a percentage of assets under management and are negotiable based on the client's objectives, complexity of the investment plan, and types of assets held. The specific fee will be stated in the Engagement Agreement. Fees are payable quarterly in arrears. The recommended minimum household portfolio size is generally $250,000 for Equity/Blended portfolios and $500,000 for Fixed-Income portfolios.

Areas of Practice
Investment Management
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Advisor Information

Office location

Wadmalaw Island, SC

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Regulatory History (1)
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Criminal
October 2005
Final Disposition
Other Business Activities

Andrew works as a relationship manager for SEIA LLC / SIA LLC, dedicating significantly more than full-time hours to RIA sales and service. He also serves as CFO for LHL Corporation, a real estate holding company for his family, but spends minimal time on this role.

Employment History
Current Registrations
Signature Estate Securities, LLC
January 2025 - Present · 1 yr
Signature Estate Securities, LLCBroker
January 2025 - Present · 1 yr
Signature Investment Advisors, LLC
May 2012 - Present · 13 yrs 8 mos
Previous Registrations
Royal Alliance Associates, INC. Broker
November 2018 - June 2023 · 4 yrs 7 mos
Seia
March 2011 - December 2024 · 13 yrs 9 mos
Signator Investors, INC.Broker
February 2011 - November 2018 · 7 yrs 9 mos
Girard Securities, INC.Broker
March 2009 - April 2009 · 1 mo
Signator Investors, INC.Broker
August 2004 - February 2007 · 2 yrs 6 mos
State Registrations4 states
CALANHTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.