Andrew Metz is a registered investment advisor at Metz Capital Management LLC, based in Lewes, DE, with 26 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 170 clients with $86M 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 $5.0M | 1.40% |
| $5M+ | 1.00% |
Fees are generally not negotiable, but may be under certain circumstances.
Fee Estimator
Location
439 Kings Highway, Lewes, DE, 19958
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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
Metz Capital Management LLC
Previous Registrations
Lewes Partners LLC
State Registrations1 state
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