Andrew Sessions is a registered investment advisor at Ascensus Investment Advisors, LLC, based in Indian Trail, NC, with 12 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 27 clients with $13B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
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Fee Structure
AIA provides investment advisory services to State Administrators for government savings plans. The fee paid to AIA and its affiliates is based on a percentage of the value of the underlying Plan assets under administration by the Firm. This fee includes AIA’s advisory services as well as other services provided by the Firm and/or its affiliates, including recordkeeping and program administration services. Fees are generally calculated on a daily basis and are due monthly in arrears via direct invoice or automatic deduction from an account held on behalf of the State Administrator.
Location
Indian Trail, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Andrew is employed by Ascensus Group, LLC, the parent company of the firm. He is also associated with FuturePlan by Ascensus, dedicating his full-time work to his Ascensus job responsibilities.
Employment History
Current Registrations
Ascensus Investment Advisors, LLC
Ascensus Broker Dealer Services, LLC
Ascensus Broker Dealer Services, LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Tiaa-Cref Individual & Institutional Services, LLCBroker
Fidelity Brokerage Services LLCBroker
State Registrations2 states
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