Andrew Hollister is a registered investment advisor at Yale Capital CORP., based in St. Petersburg, FL, with 17 years of industry experience. Andrew 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. Their firm serves 112 clients with $4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Yale Capital Corp. charges a percentage of the value of your portfolio. The exact percentage is negotiable and depends on the amount of work and attention needed to manage your account. The fee ranges from 0% to 1.5% per year.
Location
6475 1st Ave South, St. Petersburg, FL, 33707
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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.
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Andrew is a managing member of Hollister Homes LLC and Hollister Realty LLC, both residential rental businesses in Austin, TX, and Rush of Central Texas, LLC, a vehicle ownership business in Round Rock, TX. He spends minimal time on each of these activities.
Employment History
Current Registrations
Yale Capital CORP.
State Registrations3 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.