Michael Andrews is a CFP-designated registered investment advisor at Andrews Wealth Management, LLC, based in Uniontown, OH, with 25 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 80 clients with $19M 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 $1000K | 1.65% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are negotiable. Extraordinary fees may be collected for plans involving assets greater than $1,000,000.
Fee Estimator
Location
1549 Boettler Road, Suite C, Uniontown, OH, 44685
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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 Activities
Michael is the president of Andrews Advisors Inc., focusing on tax, accounting, and wealth management, dedicating full-time hours to this role. He also serves as the head coach for the Viper Baseball Club, a little league travel baseball team, spending about a quarter of his time on this activity.
Employment History
Current Registrations
Andrews Wealth Management, LLC
Previous Registrations
Genworth Financial Advisers Corporation
State Registrations1 state
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