Andrew Abysalh is a registered investment advisor at Strategy Financial Group, based in Phoenix, AZ, with 7 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 992 clients with $280M 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 $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
Sub-advisor fees are an additional 0.30% annually. Fees are negotiable. Additional per account fees apply to client accounts using Direct Indexing models.
Fee Estimator
Location
7010 E Chauncey Lane, #130, Phoenix, AZ, 85054
Get directionsHistory
Regulatory History (1)
Criminal
May 2007Employment History
Current Registrations
Strategy Financial Group
Previous Registrations
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Park Avenue Securities LLCBroker
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.