AM
CFP

Andrew Thomas Mcdonald

1 Year of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
54 advisors
Number of Clients
2,021,610 clients
Average Client Portfolio
$263K average
Assets Under Management
$532.2B

Fee Structure

Minimum Investment:$250K

This firm provides investment management services to advisors, who then work with their clients. Envestnet does not directly set fees for clients. Clients should consult their advisor's Form ADV Part 2 for a description of the advisor's specific use of Envestnet and the programs, including fee information. Envestnet may receive fees from fund families or third-party model providers, creating potential conflicts of interest.

Areas of Practice
Investment Management
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Advisor Information

Office location

1000 Chesterbrook Blvd., Suite 250, Berwyn, PA, 19312

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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
Envestnet Pmc
January 2025 - Present · 1 yr
Previous Registrations
Vanguard Marketing CorporationBroker
September 2018 - January 2019 · 4 mos
State Registrations2 states
ILPA
Advisor
Exams
No exam information available for this advisor.
Andrew Thomas Mcdonald - Financial Advisor | AdvisorDiscover