Andrew Roberts is a CFP-designated registered investment advisor at Financial Advisory Corporation, based in Grand Rapids, MI, with 15 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 293 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.95% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $15.0M | 0.55% |
| $15.0M - $25.0M | 0.40% |
| $25.0M - $50.0M | 0.30% |
| $50.0M - $100.0M | 0.25% |
| $100M+ | Included |
Assets over $100 million have custom fee schedules. Some clients have been subject to a previous annual minimum fee which was in effect at the time they entered into an advisory relationship with us. Discounts are normally provided for charities and non-profit organizations.
Fee Estimator
Contact
Andrew Roberts
Location
660 Cascade West Pkwy Se, Grand Rapids, MI, 49546
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Regulatory 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 →Employment History
Current Registrations
Financial Advisory Corporation
State Registrations1 state
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
Additional Information
Transplants from Ohio and Indiana, Andrew and his wife, Kim, have made West Michigan home since 1997. They are proud parents to four children who are in various stages of launching into adulthood. They enjoy spending time with family and friends and are active members of their church. In his free time, Andy enjoys swimming and has completed various open-water swimming events.