Andre Pineda is a registered investment advisor at Cary Street Partners, based in Fredericksburg, VA, with 22 years of industry experience. Andre operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 5,851 clients with $8.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
Fees are negotiable for amounts over $25,000,001. Fees shown do not include any underlying fund/product fees, where applicable.
Fee Estimator
Location
250 Executive Center Parkway, Fredericksburg, VA, 22401
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Regulatory History
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
Andre is involved in several outside business activities, including serving on the investment committee for Fredericksburg Academy, as president/owner of Sophiola (a business created with his wife around their child's artwork), and as an ambassador for ABLE National Resource Academy. He also holds treasurer and board member positions for several organizations, dedicating minimal time to each.
Employment History
Current Registrations
Cary Street Partners
Cary Street PartnersBroker
Previous Registrations
Wachovia Securities, LLCBroker
Wachovia Securities, LLC
Legg Mason Wood Walker INC
Legg Mason Wood Walker, IncorporatedBroker
State Registrations31 states
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