Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BLAS co-sponsors wrap fee programs with third-party managers. These programs have advisory fees ranging from 1.00% to 2.18% annually, and account minimums range from $5,000 to $150,000.
Areas of Practice
Advisor Information
Office location
570 Polaris Pkwy Ste 100, Westerville, OH, 43082
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 is an agent for Bankers Life & Casualty Company and KFA, selling life insurance, health insurance, Medicare Supplement, and annuity products, which takes more than full-time hours. He is also the secretary for Amspirit Business Connections, a networking group, dedicating minimal time to this role.