Andrew Papendieck
Andrew Papendieck is a registered investment advisor at Martin Capital Partners, LLC, based in Eugene, OR, with 28 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 110 clients with $96M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.30% |
| $1M+ | 0.95% |
Fees may be negotiable. Sub-advised accounts: 0.50% on all assets. Institutional accounts: 0.55% on assets under $10,000,000, 0.40% on assets between $10,000,001 and $20,000,000, and 0.25% on assets over $20,000,000.
Fee Estimator
Location
940 Willamette St, Suite 350, The Woolworth Building, Eugene, OR, 97401
Get directionsHistory
Regulatory History (1)
Criminal
March 1968Other Business Activities
Andrew is a Client Portfolio Manager at Martin Capital Partners, LLC, which will dissolve at the end of 2024. He is also a board member of Thrive Housing Network, dedicating minimal time to board-related matters.
Employment History
Current Registrations
Martin Capital Partners, LLC
Previous Registrations
Wcm Investment Management
Sheppard Wealth Management, LLC
Ayoma Papendieck Investment Advisers
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors, LLC
Wells Fargo Investments, LLC
State Registrations1 state
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.