Andrew Pitts is a registered investment advisor at Worth Advisors, based in Charlotte, NC, with 2 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 466 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Worth Advisors offers investment management services where fees will not exceed 2% annually. The fee may be negotiable, and accounts within the same household may be combined for a reduced fee. Fees are billed quarterly in advance based on the value of your portfolio. If you cancel your account mid-quarter, you'll receive a pro-rated refund.
Location
2020 S. Tryon Street, Suite 2B, Charlotte, NC, 28203
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Worth Advisors
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
State Registrations1 state
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