AA
CFP

Andrew Michael Almeida

10 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
40 advisors
Number of Clients
325 clients
Average Client Portfolio
$988K average
Assets Under Management
$321.0M

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee
Financial Plan Fee:Up to $50,000
Hourly Rate:Up to $450/hr

Advisory fees are charged as a percentage of assets under management, flat fees, hourly fees, or a combination. Asset-based fees range up to 1.5% annually, flat fees range up to $50,000 annually, and hourly fees range up to $450 per hour. Fees are negotiable, and the specific fee schedule is included in the investment advisory agreement. Clients also incur brokerage and transaction costs.

Areas of Practice
Retirement PlanningEducation PlanningFinancial Planning & CoachingTax PlanningEstate PlanningCharitable GivingInvestment ManagementHigh Net Worth
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Advisor Information

Office location

Sayville, NY

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Regulatory 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.

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Employment History
Current Registrations
Xypn Invest
March 2025 - Present · 10 mos
Previous Registrations
Go Cio
January 2023 - December 2023 · 11 mos
Go Cio
September 2020 - December 2022 · 2 yrs 3 mos
Goalvest Advisory LLC
October 2019 - November 2019 · 1 mo
City National Rochdale
July 2014 - March 2017 · 2 yrs 8 mos
Rim Securities LLCBroker
July 2014 - March 2017 · 2 yrs 8 mos
Advisors Asset Management, INC.
February 2012 - April 2014 · 2 yrs 2 mos
Advisors Asset Management, INC. Broker
February 2012 - April 2014 · 2 yrs 2 mos
Oppenheimer & CO. INC. Broker
May 2010 - June 2010 · 1 mo
Chase Investment Services CORP.Broker
October 2008 - May 2010 · 1 yr 7 mos
Gunnallen Financial, INCBroker
November 2007 - March 2008 · 4 mos
State Registrations2 states
MTNY
Advisor
Exams
No exam information available for this advisor.
Andrew Michael Almeida - Financial Advisor | AdvisorDiscover