Stacey Andres
Stacey Andres is a registered investment advisor at Optivise Advisory Services LLC, based in Spring Hill, TN, with 11 years of industry experience. Stacey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 1,216 clients with $270M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Optivise Advisory Services charges an annual fee based on a percentage of the value of your investments.
Maximum annual fee for accounts that do not use options: 1.80% Maximum annual fee for accounts that use options: 1.95%
Fees are negotiable and are billed monthly based on the average daily balance of your account. The fee is deducted directly from your account.
Location
Spring Hill, TN
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2018Other Business ActivitiesSells Insurance
Stacey is the President, insurance agent, and financial planner at Anchor Financial, Insurance Services and College Planning since 2013, dedicating full-time hours. Stacey also volunteers at Church of the City, providing security and safety services.
Employment History
Current Registrations
Optivise Advisory Services LLC
Previous Registrations
Optivise Advisory Services LLC
Virtue Capital Management, LLC
First American National Investment Advisors, LLC
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.