Andrew Wade is a CFP-designated registered investment advisor at Stonex Advisors INC., based in Annandale, VA, with 27 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, Education Planning, Estate Planning, Insurance Planning, and 2 more. Their firm serves 9,843 clients with $5.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
StoneX Advisors' investment management fees are negotiated between you and your financial advisor, with a maximum of 2% of your portfolio's value annually (1.5% for annuity allocations). There's a minimum annual fee of $200, or $300 for Unified Managed Accounts. Fees are typically deducted from your account quarterly or monthly in advance, but can be arranged in arrears. If you end the agreement early, you'll receive a refund for any unearned fees.
Location
6926-F Little River Tnpk, Annandale, VA, 22003
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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 →Other Business ActivitiesSells Insurance
Andrew is the President of Nebel Financial Services, LLC, focusing on investment planning and insurance. He also dedicates time to various non-investment related activities, including board membership, grant writing, church finance, condo association leadership, and Rotary Club presidency.
Employment History
Current Registrations
Stonex Advisors INC.
Stonex Securities INC.Broker
Previous Registrations
Sterne Agee Asset Management, INC.
Sterne, Agee & Leach, INC.Broker
Anderson & Strudwick, Incorporated
Anderson & Strudwick, IncorporatedBroker
Jesup & Lamont Securities CORPBroker
Jesup & Lamont Securities CORP.
Nebel Financial Services, LLC.
Empire Financial Group, INC.Broker
Centennial Capital Management, INC.Broker
State Registrations28 states
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.