Andrew Mcnair
Andrew Mcnair is a registered investment advisor at Swan Capital, based in Pensacola, FL, with 12 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 664 clients with $270M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.20% |
Fees may be negotiable.
Fee Estimator
Location
Pensacola, FL
Get directionsHistory
Regulatory History (4)
Customer Dispute
September 2023Customer Dispute
November 2022Customer Dispute
May 2020Customer Dispute
April 2018Other Business ActivitiesSells Insurance
Andrew is the CEO of Swan Capital, where he sells life insurance and annuities, dedicating nearly full-time hours. He also works as an adjunct professor, divorce financial advisor, author, and manager/owner of three real estate LLCs, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Swan Capital
Previous Registrations
Ae Wealth Management, LLC
Global Financial Private Capital, LLC
Alphastar Capital Management, LLC
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.