Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
170 clients
Average Client Portfolio
$508K average
Assets Under Management
$86.4M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $5.0M1.40%
$5M+1.00%

Fees may be negotiable under certain circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

439 Kings Highway, Lewes, DE, 19958

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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
Metz Capital Management LLC
August 1999 - Present · 26 yrs 6 mos
Previous Registrations
Lewes Partners LLC
April 2003 - December 2003 · 8 mos
State Registrations1 state
DE
Advisor
Exams
No exam information available for this advisor.
Andrew Metz - Financial Advisor | TrueAdvisor