AL
Andrew Paul Larson
18 Years of Experience
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
204 advisors
Number of Clients
74 clients
Average Client Portfolio
$200.3M average
Assets Under Management
$14.8B
Fee Structure
Financial Planning:Investment management only
Federated Global Investment Management Corp.'s fees for providing Investment Supervisory Services to Investment Companies generally are based upon the client’s average net assets. Fees currently range from 0.55% to 0.90% (0.40% to 0.50% for sub-advised Investment Companies).
Areas of Practice
Investment Management
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Advisor Information
Office location
Mill Valley, CA
Get directionsRegulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Federated Global Investment Management CORP.
August 2021 - Present · 4 yrs 5 mos
Mdt Advisers, a Division of Federated Mdta LLC
September 2017 - Present · 8 yrs 4 mos
Federated Securities CORP.
September 2017 - Present · 8 yrs 4 mos
Federated Investment Counseling
September 2017 - Present · 8 yrs 4 mos
Federated Securities CORP.
August 2017 - Present · 8 yrs 5 mos
Federated Securities CORP. Broker
August 2017 - Present · 8 yrs 5 mos
Previous Registrations
Icon Distributors, INC.Broker
August 2007 - August 2017 · 10 yrs
State Registrations8 states
AZCAILMANVNYORPA
AdvisorBroker
Exams
No exam information available for this advisor.