| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 0.60% |
| $500K - $1000K | 0.50% |
| $1.0M - $2.0M | 0.40% |
| $2.0M - $5.0M | 0.35% |
| $5M+ | 0.30% |
Platform fee tier schedule is based on billable assets. PCA IARs have the discretion to charge varying fee levels for their advisor fee.
30400 Detroit Road, Suite 201, Westlake, OH, 44145
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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 →Andrew is involved in several outside business activities, including working as a registered representative/principal at Oneteam Financial LLC (nearly full-time), and as an agent for Madison Brokerage, Clarity 2 Prosperity, Global DI Brokerage Corp., and Life Settlement Broker (a few hours per week each). He also serves as an advisor for Prosperity Capital Advisors (about three-quarters of his time) and as a board member for Colts Neck Sports Foundation (minimal time).