Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees are received from third-party money managers and investment management platforms for asset management services, and fixed or hourly fees for financial planning services. Financial planning fees range from $50-$300 per hour or a fixed fee of $300 to over $2,000, based on complexity and advisor experience. The maximum annual asset management fee is 1.5%, negotiable based on the money manager, advisor, and account value.
Areas of Practice
Advisor Information
Office location
2550 Green Forest Lane, Suite 100, Lutz, FL, 33558
Get directionsRegulatory History (3)
Regulatory
February 2024Criminal
October 2012Criminal
June 2008Other Business ActivitiesSells Insurance
Andy is the owner and investment advisor representative at Jaikaran Wealth Management, providing advisory services, taking about half of his time. He is also an insurance agent at Jaikaran Financial Group, selling life, health, and annuities, also taking about half of his time, and a real estate agent at Florida Homes Reality & Mortgage, dedicating about 10-20% of his time.