Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The standard advisory fee is 2.0% of net assets under management, billed quarterly in advance or arrears. Fees are negotiable based on client type, discretionary authority, assets under management, and other factors. The minimum account size is generally $100,000, but this is negotiable. Clients are responsible for additional investment expenses such as custodial charges and brokerage fees.
Areas of Practice
Advisor Information
Office location
1910 Palomar Point Way, Suite 200, Carlsbad, CA, 92008
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 Activities
Andrew is involved in two family businesses: Spina Farms Pumpkin Patch since September 2023, taking about half of his time, and C&S Farms LLC (seasonal coffee stand) since March 2025, taking about 10-20% of his time. Neither business is investment-related.