TrueAdvisor
TrueAdvisor
AA
AA

Andrew James Abysalh

Strategy Financial Group
7 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningInsurance PlanningHigh Net Worth
Strategy Financial Group
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
992 clients
Average Client Portfolio
$282K average
Assets Under Management
$279.9M

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.80%
$1.0M - $3.0M1.55%
$3M+1.30%

Fees are not tiered. The total fee charged changes when clients cross the fee threshold(s). Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—

Location

7010 E Chauncey Lane, #130, Phoenix, AZ, 85054

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
May 2007
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Strategy Financial Group
June 2023 - Present · 2 yrs 8 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2019 - May 2023 · 3 yrs 10 mos
Fidelity Brokerage Services LLCBroker
April 2019 - May 2023 · 4 yrs 1 mo
Park Avenue Securities LLCBroker
April 2018 - September 2018 · 5 mos
State Registrations1 state
AZ
Advisor
Exams
No exam information available for this advisor.