Jack Andrews is a registered investment advisor at Athena Investment Management, based in Pasadena, CA, with 28 years of industry experience. Jack operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 90 clients with $300M 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 $250K | 1.00% |
| $250K - $500K | 0.75% |
| $500K - $1.0M | 0.50% |
| $1.0M - $5.0M | 0.25% |
| $5.0M - $10.0M | 0.17% |
| $10M+ | 0.10% |
Other client fees may differ due to prior negotiations. In certain cases, single rate fees are negotiated. In this circumstance, client fees as billed are the lesser of the negotiated rate or the rate as computed by the standard fee table.
Fee Estimator
Location
180 South Lake Ave., Suite 610, Pasadena, CA, 91101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Athena Investment Management
State Registrations1 state
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