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Andre Behrmann

20 Years of Experience

Andre Behrmann is a registered investment advisor at Envestnet Pmc, based in Chicago, IL, with 20 years of industry experience. Andre operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2,021,610 clients with $530B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
55 advisors
Number of Clients
2,021,610 clients
Average Client Portfolio
$263K average
Assets Under Management
$532.2B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)

Envestnet's fees vary depending on the program and the managers selected. These fees do not include advisor fees, which generally range from 0.80% to 1.10%. Mutual funds and ETFs also have internal operating expenses. When Tax Overlay or Values Overlay Services are used, there is an additional fee of 0.02% - 0.10%.

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Location

222 N. Lasalle St., Suite 625, Chicago, IL, 60601

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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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Employment History
Current Registrations
Envestnet Pmc
May 2015 - Present · 10 yrs 11 mos
Previous Registrations
Placemark Investments, INC.
November 2005 - December 2014 · 9 yrs 1 mo
State Registrations1 state
MA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.