Andrea Marie Silbernagel
AS
CFP
Andrea Marie Silbernagel
AS
CFP

Andrea Silbernagel

3 Years of Experience
Vancouver, WA

Andrea Silbernagel is a CFP-designated registered investment advisor at Fort Vancouver Investment Management, LLC, based in Vancouver, WA, with 3 years of industry experience. Andrea operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning, Tax Planning. Their firm serves 194 clients with $240M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
194 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$237.1M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.10%
$500K - $1.0M0.90%
$1.0M - $5.0M0.70%
$5M+0.50%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact

Andrea Marie Silbernagel
AS
Andrea Silbernagel

Location

1601 Officers Row, Vancouver, WA, 98661

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Andrea is the owner and an enrolled agent at Tributa Tax & Accounting LLC since 2018, providing bookkeeping, payroll tax reporting, local tax reporting, and tax preparation services. This takes about 10 hours per week normally, and full-time during tax season.

Employment History
Current Registrations
Fort Vancouver Investment Management, LLC
July 2022 - Present · 3 yrs 9 mos
State Registrations4 states
CAORTXWA
Advisor

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.

Exams
No exam information available for this advisor.
Andrea Marie Silbernagel
AS
Contact
Andrea Silbernagel
Andrea Silbernagel - Financial Advisor | TrueAdvisor