TrueAdvisor
TrueAdvisor
AE
AE

Andrew Joseph Eismont

Wedbush Securities INC.
31 Years of Experience
1 DisclosureBroker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementFinancial Planning & CoachingHigh Net Worth
Wedbush Securities INC.
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
218 advisors
Number of Clients
10,099 clients
Average Client Portfolio
$568K average
Assets Under Management
$5.7B

Fee Structure

Minimum Investment:$25K
Financial Planning:Charged separately
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K3.00%
$250K - $500K2.80%
$500K - $1.0M2.50%
$1.0M - $3.0M1.90%
$3.0M - $5.0M1.60%
$5M+1.60%

Fees negotiable for accounts over $5,000,001.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$250

Location

3550 Biscayne Blvd, ste 403, Miami, FL, 33137

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
June 2010
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Wedbush Securities INC.
June 2020 - Present · 5 yrs 8 mos
Wedbush Securities INC.
June 2007 - Present · 18 yrs 8 mos
Wedbush Securities INC.Broker
June 2007 - Present · 18 yrs 8 mos
Previous Registrations
Brookstreet Securities CorporationBroker
September 1999 - July 2007 · 7 yrs 10 mos
R.K. Grace & CO.Broker
May 1994 - October 1999 · 5 yrs 5 mos
Chatfield Dean & CO., INC.Broker
September 1993 - September 1993 · 0 mos
State Registrations3 states
CAFLNJ
AdvisorBroker
Exams
No exam information available for this advisor.