Andrew Sitkiewicz
Andrew Sitkiewicz is a CFP-designated registered investment advisor at LPL Financial LLC, based in Lisle, IL, with 43 years of industry experience. Andrew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
4699 Auvergne Ave Ste 5, Lisle, IL, 60532-1982
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Andrew operates under the DBA Andrew Wealth Group and occasionally sells life insurance. He also manages a family LLC that owns a non-rental vacation property and is involved in real estate rental, dedicating minimal time to each.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Waterstone Financial Group, INC.
Waterstone Financial Group, INC.Broker
Dreher & Associates, INC.Broker
Citicorp Investment ServicesBroker
Financial Horizons Securities CorporationBroker
Gruntal & CO. IncorporatedBroker
J. T. Moran & CO., INC.Broker
Sherwood Capital, INC.Broker
First Jersey Securities, INC.Broker
State Registrations26 states
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
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