Andrew Donald Frey

CFA

United Capital Financial Advisors

10 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement Planning

United Capital Financial Advisors

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

146 advisors

Number of Clients

22,832 clients

Average Client Portfolio

$754K average

Assets Under Management

$17.2B

Fee Structure

Minimum Investment:$500K

Location

Lolo, MT

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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.

Employment History

Current Registrations

United Capital Financial Advisors

April 2024 - Present · 1 yr 10 mos

Previous Registrations

Goldman Sachs Personal Financial Management

March 2019 - December 2022 · 3 yrs 9 mos

Cutler Investment Counsel, LLC

February 2015 - December 2018 · 3 yrs 10 mos

Summit Capital Management LLC

October 2013 - January 2015 · 1 yr 3 mos

State Registrations2 states

MTWA

Advisor

Exams

No exam information available for this advisor.