Andrew Anable
Andrew Anable is a registered investment advisor at Safeguard Investment Advisory Group, LLC, based in Santa Barbara, CA, 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 High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,849 clients with $600M 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 $250K | 2.15% |
| $250K - $500K | 1.90% |
| $500K - $1.0M | 1.65% |
| $1M+ | 1.15% |
Fees are negotiable.
Fee Estimator
Location
116 1/2 East Sola Street, Santa Barbara, CA, 93101
Get directionsHistory
Regulatory History (2)
Regulatory
February 2000Regulatory
June 1999Other Business ActivitiesSells Insurance
Andrew is the president of CEP Insurance Services, Inc., which he founded in 2007. He spends about half of his time operating and selling various insurance products for this company.
Employment History
Current Registrations
Safeguard Investment Advisory Group, LLC
Previous Registrations
Cep Investment Advisory Group, INC.
State Registrations1 state
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.