AB
AB

Andrew Thomas Barrett

16 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningInsurance PlanningEducation PlanningTax PlanningCharitable GivingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
207 advisors
Number of Clients
8,771 clients
Average Client Portfolio
$2.6M average
Assets Under Management
$23.0B

Fee Structure

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Location

997 Morrison Drive, Suite 401, Charleston, SC, 29401

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Andrew is the president of White Point Management, LLC, a consulting firm, dedicating a few hours per week to this role. He indicates this is a supervisory role.

Employment History
Current Registrations
Sequoia Financial Group, L.L.C.
September 2024 - Present · 1 yr 5 mos
Previous Registrations
Family Asset Management, LLC
March 2018 - March 2025 · 7 yrs
Family Asset Management, LLC
September 2009 - December 2017 · 8 yrs 3 mos
State Registrations1 state
SC
Advisor
Exams
No exam information available for this advisor.