Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees are determined separately for each account and are negotiable, depending on factors like asset type, account size, and services provided. Fees are generally based on a percentage of assets under management, charged quarterly or monthly, in advance or arrears. IARs may also charge a flat dollar rate or percentage for managing held-away accounts. Clients may also be charged commissions if the IAR is a registered representative.
Areas of Practice
Advisor Information
Office location
1317 Oakdale Road, Suite 1120B, Modesto, CA, 95355
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.
Learn about disclosures →Other Business Activities
Andrew is the President/Owner of Lamberston Financial Services, providing wealth management services and structured sales, dedicating full-time hours. He is also an Owner/Partner at Skyson Financial, a partnership providing wealth management and financial services, also dedicating full-time hours.