AS
CFP

Andrew Wilson Stange

13 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
11 advisors
Number of Clients
671 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$710.7M

Fee Structure

Rovin Capital charges a fixed annual fee for financial planning and advisory services, ranging from $150 to $2,200 per month, depending on the scope and complexity of the services. For portfolio management, fees are based on assets under management, ranging from 0.25% to 2.5% annually, billed quarterly. All fees are negotiable. The firm also manages private funds (Rovin Capital Strategic Debt Fund I, LLC and Rovin Capital Strategic Real Estate Fund, LLC) with fees as described in the relevant Governing Documents.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
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Advisor Information

Office location

1 N. Macdonald, Suite 201, Mesa, AZ, 85201

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Andrew Wilson Stange
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
Rovin Capital
March 2022 - Present · 3 yrs 10 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2018 - February 2022 · 3 yrs 7 mos
Strategic Advisers LLC
April 2018 - July 2018 · 3 mos
Fidelity Brokerage Services LLCBroker
September 2012 - February 2022 · 9 yrs 5 mos
State Registrations1 state
AZ
Advisor
Exams
No exam information available for this advisor.
AS
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Andrew Wilson Stange
Andrew Wilson Stange - Financial Advisor | AdvisorDiscover