AS
CFA
AS
CFA

Andrew Steginsky

23 Years of Experience
Port Washington, NY

Andrew Steginsky is a CFA-designated registered investment advisor at Steginsky Capital LLC, based in Port Washington, NY, with 23 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 113 clients with $480M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
113 clients
Average Client Portfolio
$4.2M average
Assets Under Management
$477.0M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.5M1.00%
$2.5M - $25.0M0.75%
$25M+0.50%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Port Washington, NY

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Andrew is a director at Friday USA LLC, a private investment company, since July 2024. He dedicates minimal time to oversight of investments.

Employment History
Current Registrations
Steginsky Capital LLC
August 2002 - Present · 23 yrs 9 mos
State Registrations2 states
NYTX
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.