AS
CFA
AS
CFA

Andrea Marie Sefler

7 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
100 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$225.0M

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.50%
$1M+1.00%

Fee is negotiable at the option of BAM.

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

601 South Cedar St., Suite 200, Charlotte, NC, 28202

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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 works as a research associate for BMC Fund, Inc., a registered investment company, since 2018. She dedicates about a quarter of her time during trading hours and minimal time outside trading hours to investment research, deriving 75% of her yearly compensation from this business.

Employment History
Current Registrations
Broyhill Asset Management, LLC
April 2018 - Present · 7 yrs 10 mos
State Registrations2 states
NCTX
Advisor
Exams
No exam information available for this advisor.
Andrea Marie Sefler - Financial Advisor | TrueAdvisor