Andrew Rinn
Andrew Rinn is a CFP-designated registered investment advisor at Beacon Capital Management, INC., based in West Des Moines, IA, 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. Their firm serves 13,893 clients with $4.7B 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 | 0.55% |
| $500K - $1000K | 0.35% |
| $1M+ | 0.15% |
Direct account advisory fees are negotiable between Beacon and the custodian, Platform Provider, or Retail Advisor. Custom Portfolio Solutions also adhere to this fee schedule. Average Daily Values of Client accounts under $72,728 will be charged more than 0.55% annually because of the $400.00 minimum annual fee. Fees for model delivery advisory services range from 0.20% to 0.60% per year. Fees for supervisory services are negotiated on a Client-by-Client basis. The overall fee - including any Retail Advisor fee - will be the greater of 1.8% annually or $400 minimum per year.
Fee Estimator
Location
West Des Moines, IA
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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
Andrew is the Secretary for the Society of Financial Service Professionals, monitoring meeting minutes, bylaws, and ensuring parliamentary procedure. This takes minimal time and he receives no compensation.
Employment History
Current Registrations
Beacon Capital Management, INC.
Sammons Financial Network, LLC
Sammons Financial Network, LLCBroker
Previous Registrations
Ameritas Advisory Services, LLC
Ameritas Advisory Services
Ameritas Investment Company, LLCBroker
Metlife Investors Distribution CompanyBroker
Princor Financial Services CorporationBroker
Mutual of Omaha Investor Services, INC.Broker
State Registrations1 state
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.