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Andrew L Dejong

12 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningInsurance PlanningTax PlanningEstate PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
69 advisors
Number of Clients
10,743 clients
Average Client Portfolio
$209K average
Assets Under Management
$2.2B

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K2.00%
$250K - $500K1.50%
$500K - $1.0M1.25%
$1.0M - $3.0M1.00%
$3M+0.75%

Fee schedule can be negotiated on a case-by-case basis.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

5450 W Sahara Ave., Suite 350, Las Vegas, NV, 89146

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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.

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Other Business ActivitiesSells Insurance

Andrew is a health and medicare insurance broker, and also works as a rideshare driver. Both activities take about a quarter of his time, with only the insurance work occurring during business hours.

Employment History
Current Registrations
Ipi Wealth Management, INC.
July 2020 - Present · 5 yrs 7 mos
Investment Planners, INC.
June 2020 - Present · 5 yrs 8 mos
Investment Planners, INC.Broker
June 2020 - Present · 5 yrs 8 mos
Previous Registrations
Woodstock Wealth Management, INC.
January 2019 - December 2019 · 11 mos
Woodstock Financial Group, INC.Broker
January 2019 - December 2019 · 11 mos
Sagepoint Financial, INC.
September 2015 - December 2018 · 3 yrs 3 mos
Sagepoint Financial, INC.Broker
September 2015 - December 2018 · 3 yrs 3 mos
Sagepoint Financial, INC.
September 2013 - June 2015 · 1 yr 9 mos
Sagepoint Financial, INC.Broker
August 2013 - June 2015 · 1 yr 10 mos
Ameriprise Financial Services, INC.
August 2012 - October 2012 · 2 mos
Ameriprise Financial Services, INC.Broker
June 2012 - October 2012 · 4 mos
Northwestern Mutual Investment Services, LLCBroker
January 2004 - April 2004 · 3 mos
State Registrations4 states
FLILMINV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Andrew L Dejong - Financial Advisor | TrueAdvisor