Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.80% |
| $1.0M - $3.0M | 1.70% |
| $3.0M - $6.0M | 1.60% |
| $6.0M - $25.0M | 1.50% |
| $25M+ | 1.20% |
Fees may be negotiated.
Fee Estimator
You'll pay an annual fee based on your portfolio size (see rates in table). For example, a $6 million account fee would be calculated quarterly as follows: ($ 1 million x 1.80%) + ($ 2 million x 1. 70%) + ($3 million x 1.60%) = ($18,000 + $34,000 + $ 48,000) / 4 = $25,000 quarterly fee. Fees may be negotiable. Some clients will contract to have comprehensive financial planning services provided based on an hourly fee. The Advisor’s hourly fee will be billed at a rate of $250 per hour.
Areas of Practice
Advisor Information
Office location
1301 International Parkway, Suite 550, Sunrise, FL, 33323
Get directionsRegulatory History (2)
Customer Dispute
April 2018Customer Dispute
April 2018Other Business ActivitiesSells Insurance
Andrew is an independent insurance producer for various insurance companies since 2019, dedicating minimal time to this activity. He is also a senior financial advisor for a tax and accounting business, but spends no time on it beyond payroll and benefits.