Russell A Andrews

Tcfg Investment Advisors, LLC

38 Years of Experience

3 DisclosuresBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningTax PlanningHigh Net Worth

Tcfg Investment Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

29 advisors

Number of Clients

2,344 clients

Average Client Portfolio

$245K average

Assets Under Management

$575.1M

Fee Structure

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $250K	2.00%
$250K - $500K	1.75%
$500K - $1.0M	1.50%
$1M+	1.00%

Fees are negotiable on a client-by-client basis.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

310 Market Street, First Floor, Basalt, CO, 81621

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History

Regulatory History (3)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

February 2009

Settled

Customer Dispute

September 2006

Settled

Customer Dispute

June 2002

Closed-No Action

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Russell conducts securities and advisory business under the name Russ Andrews Investment Management and is a RIA/IA Rep for TCFG Investment Advisors, LLC. He is also an agent for TCFG Insurance Solutions, LLC, and spends about 10-20% of his time as Secretary for the CO GOP.

Employment History

Current Registrations

Tcfg Wealth Management, LLCBroker

January 2020 - Present · 6 yrs 1 mo

Tcfg Investment Advisors, LLC

January 2020 - Present · 6 yrs 1 mo

Previous Registrations

First Financial Equity CorporationBroker

April 2015 - January 2020 · 4 yrs 9 mos

First Financial Equity Corporation

April 2015 - January 2020 · 4 yrs 9 mos

RBC Capital Markets CorporationBroker

September 2005 - February 2009 · 3 yrs 5 mos

Morgan Stanley

January 1999 - September 2005 · 6 yrs 8 mos

Morgan Stanley Dw INC.Broker

May 1994 - September 2005 · 11 yrs 4 mos

Wheat, First Securities, INC.Broker

January 1991 - May 1994 · 3 yrs 4 mos

Butcher & Singer INC.Broker

January 1990 - January 1991 · 1 yr

Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker

August 1987 - February 1990 · 2 yrs 6 mos

State Registrations11 states

AZCACODEFLGANCNYPATXUT

AdvisorBrokerBoth

Exams

No exam information available for this advisor.