Andrew Herzog is a CFP-designated registered investment advisor at The Watchman Group, INC., based in Plano, TX, with 3 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 266 clients with $640M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The Watchman Group (TWG) charges an annual fee based on a percentage of the market value of your investments. The specific fee varies between 0.25% and 1.25% depending on the amount you invest and the type of investment management services you receive. The exact fee will be detailed in your advisory agreement. Rates can vary per client depending on the needs and complexities of each client. Based on the minimum portfolio value of $2,000,000, a minimum account fee of $20,000 would be charged to the account.
Location
5045 Lorimar Drive, Suite 200, Plano, TX, 75093
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
The Watchman Group, INC.
Previous Registrations
Beacon Pointe Advisors, LLC
State Registrations1 state
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