AS
AS

Andrew W Scheffer

13 Years of Experience
Areas of Practice
Financial Planning & CoachingRetirement PlanningInvestment ManagementTax PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
49 advisors
Number of Clients
359 clients
Average Client Portfolio
$338K average
Assets Under Management
$121.5M

Fee Structure

Minimum Investment:None
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1000K1.10%
$1.0M - $3.0M0.75%
$3.0M - $5.0M0.50%
$5M+0.35%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

Scarsdale, NY

Get directions

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.

Learn about disclosures →
Other Business Activities

Andrew is the founder of 2 Minute M.O.N.K Method, where he provides leadership coaching to senior executives. This takes a few hours per week, with minimal time during securities trading hours.

Employment History
Current Registrations
Core Planning
May 2024 - Present · 1 yr 9 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
October 2022 - October 2023 · 1 yr
Fidelity Brokerage Services LLCBroker
October 2022 - October 2023 · 1 yr
Edward Jones
March 2019 - September 2022 · 3 yrs 6 mos
Edward JonesBroker
February 2019 - September 2022 · 3 yrs 7 mos
UBS Financial Services INC.Broker
October 2002 - August 2009 · 6 yrs 10 mos
Banc of America Securities LLCBroker
January 2002 - August 2002 · 7 mos
Morgan Stanley & CO., IncorporatedBroker
October 2001 - November 2001 · 1 mo
State Registrations4 states
CACTMONY
Advisor
Exams
No exam information available for this advisor.
Andrew W Scheffer - Financial Advisor | TrueAdvisor