Andrews Wealth Management offers financial planning and investment management services. Andrews Wealth Management creates financial plans and manages investments in stocks, bonds, exchange-traded funds, and money market instruments. Financial plans are monitored and updated annually. Andrews Wealth Management tailors its services to each client's individual needs.
Assets Under Management$19M
Clients80
Advisors1
Avg. per Client$240K
Avg. per Advisor$19M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.65% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are negotiable. Extraordinary fees may be collected for plans involving assets greater than $1,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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