Andrew Mccausland
Andrew Mccausland is a CFP, ChFC-designated registered investment advisor at Ausdal Financial Partners, INC., based in Northbrook, IL, with 37 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 10,402 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ausdal Financial Partners offers several investment management programs. Fees vary depending on the program and custodian.
Advisor Managed Account (AMP): Fees are negotiated with your advisor, with a maximum annual fee of 3%. Wrap accounts include all transaction costs, while non-wrap accounts charge separately for advisory services and transactions.
Third Party Managed Accounts (SMA/UMA): Fees consist of an Investment Advisor Representative Fee, a Platform Fee (0.11% to 0.28%), and a Manager Fee (0% to 0.80%).
Retirement Plan Advisory Program: Maximum annual fee of 3%. Fees can be a fixed percentage or tiered based on account assets.
Held Away Accounts (Pontera): Maximum advisory fee of 1.5% of account assets. Fees must be deducted from an alternate advisory account or billed directly to the client.
Location
707 Skokie Blvd Ste 600, Northbrook, IL, 60062
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2023Other Business ActivitiesSells Insurance
Andrew is the President and a Financial Advisor at The McCausland Group, dedicating nearly full-time hours to financial planning, analysis, and advice. He also offers equity index annuities and other fixed insurance products, spending about 10-20% of his time on fixed insurance sales and a few hours per week on equity index annuities.
Employment History
Current Registrations
Ausdal Financial Partners, INC.
Ausdal Financial Partners, INC.Broker
Previous Registrations
Harvest Investment Services, LLC
Investment Advisors
Proequities, INC.Broker
Intersecurities, INC.
World Group Securities, INC.Broker
Wma Securities, INC.Broker
Provident Distributors, INC.Broker
Funds Distributor, INC.Broker
Investors Brokerage Services, INC.Broker
Kemper Financial Services, INC.Broker
State Registrations11 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.