Andrea Crowell
Andrea Crowell is a registered investment advisor at Kearney-Burch Financial Services, INC., based in Bolton, MA, with 8 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, High Net Worth, Investment Management, Retirement Planning. Their firm serves 64 clients with $74M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.72% |
| $2M+ | 0.48% |
For clients engaging in 401k Investment Advisory Services, the fee will not exceed 1% paid monthly or quarterly as agreed upon.
Fee Estimator
Location
Bolton, MA
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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 →Employment History
Current Registrations
Kearney-Burch Financial Services, INC.
Previous Registrations
Kearney-Burch Financial Services, INC.
State Registrations2 states
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.