Andrew Scheirer
Andrew Scheirer is a registered investment advisor at Quility Financial Advisors, based in Rockledge, FL, with 25 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 329 clients with $71M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Quility Financial Advisors charges an annual management fee based on a percentage of the value of your investments. The fee will be no more than 1.95%. You will also be charged an asset-based fee that covers trading costs of 0.10%. The management fee includes the sub-adviser’s management fee, but it does not include brokerage commissions, transaction fees, or other related costs and expenses that are incurred by you. The management fee is negotiable.
Location
1950 Rockledge Blvd, Unit 201, Rockledge, FL, 32955
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2020Financial
June 2017Other Business ActivitiesSells Insurance
Andrew is the CEO of API Advisors DBA Quility Financial Advisors DBA Aston Crest Wealth Management, an RIA, and advises clients on managed accounts, dedicating nearly full-time hours to this. He also works as a fixed insurance producer, soliciting sales and dedicating about 10-20% of his time to this activity.
Employment History
Current Registrations
Quility Financial Advisors
Previous Registrations
Quility Financial Advisors
Purshe Kaplan Sterling InvestmentsBroker
Kovack Advisors, INC.
Kovack Securities INC.Broker
First Allied Advisory Services, INC.
First Allied Securities, INC.
First Allied Securities, INC.Broker
H&r Block Financial Advisors, INC.
H&r Block Financial Advisors, INC.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Quick & Reilly, INC.Broker
Chase Investment Services CORP.Broker
State Registrations1 state
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.