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Andrew Rexroat

2 Years of Experience

Andrew Rexroat is a registered investment advisor at Redbud Advisors, based in Austin, TX, 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 Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 55 clients with $310M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
55 clients
Average Client Portfolio
$5.7M average
Assets Under Management
$314.7M

Fee Structure

Redbud Advisors generally charges 0.95% of the market value of the assets they manage for standalone investment management services. However, this amount may be higher or lower depending on various circumstances. Wealth advisory oversight services are generally provided for a fixed fee, based on the scope and complexity of the agreed-upon services.

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Location

706 Guadalupe Street, Austin, TX, 78701

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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

Andrew is currently employed full-time as a senior manager of accounting at a healthcare technology company. He does not receive commissions from this role.

Employment History
Current Registrations
Redbud Advisors
June 2023 - Present · 2 yrs 10 mos
State Registrations1 state
TX
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.
Andrew Rexroat - Financial Advisor | TrueAdvisor