AR
CFA
AR
CFA

Andrew Steven Rich

20 Years of Experience
1 Disclosure
Areas of Practice
Investment ManagementRetirement PlanningHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)
Firm Size
61 advisors
Number of Clients
1,628 clients
Average Client Portfolio
$385K average
Assets Under Management
$626.5M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M2.00%
$1.0M - $10.0M1.50%
$10M+1.00%

The annual fee and assets under management levels are negotiable.

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

7800 Forsyth Blvd, 5th Floor, St. Louis, MO, 63105

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History

Regulatory History (1)
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Employment Separation After Allegations
March 2004
Employment History
Current Registrations
Huntleigh Advisors, INC.
September 2016 - Present · 9 yrs 5 mos
Previous Registrations
Mindshare Capital Management, LLC
February 2005 - September 2016 · 11 yrs 7 mos
State Registrations6 states
CAFLILKSKYMO
Advisor
Exams
No exam information available for this advisor.