Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for financial planning and consulting services are negotiable, with IARs charging up to $250 per hour or a fixed fee. There is no minimum or maximum fixed fee. The specific hourly rate or fixed fee will be specified in your agreement. For SDBA services, the fee is fixed and may not be negotiated. A minimum account value of $6,500 is required for non-wrap and SDBA services, but this may be waived in certain circumstances.
Areas of Practice
Advisor Information
Office location
4101 Lake St Louis Blvd, Lake St Louis, MO, 63367
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.
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Andrew works as an Investment Advisory Representative and Compliance Analyst for First Heartland Consultants, Inc.