Andrew Pool is a registered investment advisor at Regatta Research & Money Management L.L.C., based in Metairie, LA, with 22 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, Retirement Planning. Their firm serves 464 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Regatta Research & Money Management's investment management fees are negotiable and applied to all assets under management. Fees are due and payable in advance on the first day of each calendar quarter. Fees range from 0.25% to 2% annually, charged quarterly.
Location
2121 N. Causeway Blvd., Suite 257, Metairie, LA, 70001
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Andrew owns nine rental properties and is also an owner and tradesman in a construction and remodeling business. He spends about 10-20% of his time on the construction business and minimal time during trading hours.
Employment History
Current Registrations
Regatta Research & Money Management L.L.C.
Previous Registrations
Waddell & Reed, INC.
State Registrations1 state
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