AF
AF

Andrew Fischer

23 Years of Experience

Andrew Fischer is a registered investment advisor at Gradient Investments, LLC, based in Arden Hills, MN, with 23 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 26,563 clients with $8.2B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
26,563 clients
Average Client Portfolio
$309K average
Assets Under Management
$8.2B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Strategic Portfolios: 2.00% annually. Tactical Portfolios: 1.80% annually. Allocation & Defined Outcome Portfolios: 1.70% annually. Preservation Portfolios: 1.00% annually. Private Wealth Series: 1.50% annually. Fees are negotiable.

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

4105 Lexington Avenue North, Suite 250, Arden Hills, MN, 55126

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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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Other Business Activities

Andrew owns rental properties in Crystal and Apple Valley, MN since 2017, and oversees their property management. This activity takes a few hours per week.

Employment History
Current Registrations
Gradient Investments, LLC
November 2019 - Present · 6 yrs 5 mos
Previous Registrations
U.S. Bancorp Investments, INC.Broker
December 2017 - March 2019 · 1 yr 3 mos
Dougherty & Company LLCBroker
March 2016 - July 2016 · 4 mos
Fintegra, LLCBroker
January 2001 - September 2015 · 14 yrs 8 mos
American Express Financial Advisors INC.Broker
November 1999 - January 2001 · 1 yr 2 mos
Ids Life Insurance CompanyBroker
November 1999 - January 2001 · 1 yr 2 mos
State Registrations2 states
MNTX
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.
Andrew Fischer - Financial Advisor | TrueAdvisor