Andre Habib is a registered investment advisor at Santander Securities, based in Sudbury, MA, with 37 years of industry experience. Andre is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 11,124 clients with $3.1B 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 $50K | 1.30% |
| $50K - $250K | 1.30% |
| $250K - $500K | 1.25% |
| $500K - $1000K | 1.20% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $3.0M | 1.10% |
| $3.0M - $5.0M | 1.08% |
| $5.0M - $10.0M | 1.03% |
| $10M+ | 0.94% |
Rates shown are the primary Fund Strategist Programs Standard Rate schedule. Other programs such as Separately Managed Accounts and Unified Managed Accounts have separate fee schedules ranging from 0.70% to 1.40%. Fees may be negotiated on a case-by-case basis. Manager fees (0.15% to 1.00%) are charged separately.
Fee Estimator
Location
526 Boston Post Road, Suite A, Sudbury, MA, 01776
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 →Employment History
Current Registrations
Santander Securities
Santander Securities LLCBroker
Previous Registrations
Citizens Investment Services
Citizens Securities, INC.Broker
Prudential Financial Planning Services
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Nationwide Securities, LLC
Nationwide Securities, LLCBroker
1717 Capital Management Company
1717 Capital Management CompanyBroker
New England SecuritiesBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
The Prudential Insurance Company of AmericaBroker
Pruco Securities CorporationBroker
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.
Exams
More Advisors
- Clark Mcmahon, CFPKayne Anderson Rudnick Investment Management, LLC
- Andrew Sullivan, CFPCio Wealth Management, INC.
- Michael Meehan, CFAFederated Securities CORP.
- Anpu Stephens, CFPCreative Planning
- Travis Ferland, CFPStrategic Advisers LLC
- William Spencer, CFPOsaic Wealth, INC.