Andrea Ehle is a registered investment advisor at Benjamin F. Edwards & Company, Incorporated, based in St. Louis, MO, with 16 years of industry experience. Andrea operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 30,126 clients with $16B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
488 advisors
Number of Clients
30,126 clients
Average Client Portfolio
$520K average
Assets Under Management
$15.7B

Fee Structure

Minimum Annual Fee:$125

BFE offers investment management through various programs. The fees are calculated as a percentage of the value of your account. The total fee you pay covers BFE's advisory services and, if applicable, the fees for portfolio management services. The maximum total fee is 2.50% annually, but BFE reserves the right to increase the total fee by five percent per calendar year. There is a minimum annual fee of $125 that applies to all BFE investment advisory accounts. Fees are negotiable and are charged quarterly in advance based on the average daily asset value of your account from the previous quarter.

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Location

One North Brentwood Blvd., Suite 850, St. Louis, MO, 63105

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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 Activities

Andrea is a consultant for Arbonne since 2011, making commission-based sales, and spends minimal time on this. She also purchases essential oils and skincare products from Doterra as a consultant since 2016, spending no time on this.

Employment History
Current Registrations
Benjamin F. Edwards & Company, INC.Broker
February 2021 - Present · 5 yrs 2 mos
Benjamin F. Edwards & Company, Incorporated
February 2021 - Present · 5 yrs 2 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
August 2014 - February 2021 · 6 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
August 2014 - February 2021 · 6 yrs 6 mos
Ameriprise Financial Services, INC.Broker
February 2014 - July 2014 · 5 mos
Ameriprise Financial Services, INC.
January 2014 - July 2014 · 6 mos
Wells Fargo Advisors, LLC
December 2008 - February 2012 · 3 yrs 2 mos
Wells Fargo Advisors, LLCBroker
January 2008 - February 2012 · 4 yrs 1 mo
A. G. Edwards & Sons, INC.Broker
August 2007 - January 2008 · 5 mos
State Registrations35 states
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AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.