AG
AG

Andrew Havemeyer Godfrey

4 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
257 advisors
Number of Clients
25,166 clients
Average Client Portfolio
$285K average
Assets Under Management
$7.2B

Fee Structure

Minimum Investment:$5K
AUM-Based Fees (Flat)
Assets Under ManagementAnnual Fee
$0+2.00%

A $150 annual minimum management fee will be assessed on all accounts. For account values of less than $7,500, this may equate to be more than the maximum 2% as stated in this Form ADV and the Agreement.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$150
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Location

210 N Mill St, Aspen, CO, 81611

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Andrew is the owner of Aspen Crypto Advisors, LLC, providing consulting services, which takes a few hours per week. He is also the Managing Director at Independent Insurance Advisors, LLC, selling life insurance, dedicating minimal time to this activity.

Employment History
Current Registrations
Foundations Investment Advisors LLC
January 2023 - Present · 3 yrs 1 mo
Previous Registrations
White River Capital Management, LLC
April 2007 - December 2008 · 1 yr 8 mos
State Registrations1 state
CO
Advisor
Exams
No exam information available for this advisor.