Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for portfolio management are based on a percentage of the average daily balance, never to exceed 2% annually, billed monthly. Selected models may have additional management fees ranging from 0.25% to 1.00%. Financial planning services are included for portfolio management clients. Hourly consulting ranges from $100 to $300 per hour. Fixed fees and subscription-based fees are also available for financial planning, as documented in the financial planning agreement.
Areas of Practice
Advisor Information
Office location
390 Diablo Rd, Suite 100, Danville, CA, 94526
Get directionsRegulatory History (1)
Criminal
February 2013Other Business ActivitiesSells Insurance
Andrew is an Area Vice President at Appreciation Financial, focusing on insurance, life, and annuity products, dedicating about half his time. He also works as an independent contractor for ERC Specialists, LLC, a specialty payroll company, spending a few hours per week assisting businesses with Employee Retention Credit qualification.