Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.55% |
Maximum annual fee for CAAMS Fidelity 403(b) Program.
Fee Estimator
Your costs depend on the program, custodian, advisor's fee, mutual fund/ETF expenses, transaction costs, and whether you choose a wrap or non-wrap fee program. The maximum annual Financial Advisor Fee is 1.25% of the assets being advised or managed. Fees for ERISA retirement plans are negotiable. Capital Analysts can waive or negotiate advisory fees at their sole discretion.
Areas of Practice
Advisor Information
Office location
2000 North Federal Highway, Suite 202, Pompano Beach, FL, 33062
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 a partner and IAR at Strategic Asset Management Group, an RIA, dedicating full-time hours to trading, reports, and advising. He is also a member of 556 Holdings, LLC, spending minimal time paying bills related to Valant Land.