Andrew Sylvia
Andrew Sylvia is a registered investment advisor at Ccm Investment Management, LLC, based in New Bedford, MA, with 9 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 106 clients with $19M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.45% |
| $50K - $250K | 1.30% |
| $250K - $500K | 1.15% |
| $500K - $1.0M | 0.95% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.45% |
Fees are negotiable.
Fee Estimator
Location
651 Orchard St., Suite 204 A, New Bedford, MA, 02744
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Andrew works as an EMT for East Coast Clinical Health, a maintenance worker for Dartmouth Public Schools, and a campus security officer for Rhode Island School of Design. These activities take about a quarter of his time each for East Coast Clinical Health and Rhode Island School of Design, and a varying amount of time seasonally for Dartmouth Public Schools.
Employment History
Current Registrations
Ccm Investment Management, LLC
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations2 states
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