Andrew Frevert
Andrew Frevert is a registered investment advisor at United Advisor Group, based in Cincinnati, OH, 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 Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 5,875 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
UAG's investment management fees are negotiated with your advisor and will not exceed 2.00% annually. Fees are invoiced and debited from your account monthly. If you have multiple accounts, UAG may combine them for fee calculation purposes. When assets are allocated to an affiliated or third-party manager, UAG charges a fee for its allocation, advisement, and recommendations. The advisory fees assessed will vary dependent upon the affiliated asset manager or Third-Party Adviser selected, the size of the Account(s) and the services provided.
Location
8170 Corporate Park Dr., Suite 300, Cincinnati, OH, 45242
Get directionsHistory
Regulatory History (1)
Judgment / Lien
December 2009Other Business ActivitiesSells Insurance
Andrew is an independent insurance agent for various companies since 2021, dedicating a few hours per week. He is also an investment advisor representative and partner at United Advisor Group DBA Ascension Financial Partners, spending nearly full-time on this role, and an agent for PKS Financial and Fixed Insurance, selling fixed and traditional insurance products, spending minimal time on these roles.
Employment History
Current Registrations
United Advisor Group
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
The O.N. Equity Sales CompanyBroker
Cion Securities, LLCBroker
Alliancebernstein L.P.
Alliancebernstein Investments, INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations9 states
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.