Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
For UK pension transfers (SIPP), there's an initial fee up to 5% for assets between £250,000 and £1,000,000, and up to 3% for assets over £1,000,000. There's also an annual asset management fee up to 1.5% of pension assets. Additional fees may include platform, custodian, transaction, and discretionary fund manager fees (up to 1%). For investment management services only clients, there may be a one-time onboarding fee ranging from $500 to $1000. Fees are negotiable and depend on factors like assets invested and the work involved. The minimum Investment Management Agreement account size is generally $25,000. Financial planning fees are up to $2,500 initially and up to $1,000 per year for ongoing services.
Areas of Practice
Advisor Information
Office location
Lafayette, CO
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 ActivitiesSells Insurance
Andrew owns Beacon Global Advisors, an insurance agency, and works as an insurance agent selling life insurance and annuities, dedicating about a quarter of his time. He also works as an investment adviser representative for Beacon Global Advisory Network, LLC and Hoxton Capital Management USA LLC, spending about a quarter of his time at each firm managing wealth for cross-border, multinational, and expat clients.