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Andrew Tistle

35 Years of Experience
Itasca, IL
1 DisclosureBroker

Andrew Tistle is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Itasca, IL, with 35 years of industry experience. Andrew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6724 advisors
Number of Clients
508,439 clients
Average Client Portfolio
$767K average
Assets Under Management
$390.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.

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

500 Park Boulevard, Suite 165C, Itasca, IL, 60143

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History

Regulatory History (1)
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
June 2005
Settled
Other Business Activities

Andrew is the co-owner and president of Tistle, Solesky, & Burgman, a non-investment related support company, since 2006. He also owns Tistle, Solesky & Burgman Financial as a support company/DBA since 2010, dedicating minimal time to these activities.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
May 2018 - Present · 8 yrs 5 mos
Raymond James Financial Services, INC.Broker
November 2000 - Present · 25 yrs 11 mos
Previous Registrations
Charter One Securities, INC.Broker
January 2000 - November 2000 · 10 mos
Investment Network, INC.Broker
September 1991 - January 2000 · 8 yrs 4 mos
Chatfield Dean & CO., INC.Broker
May 1991 - October 1991 · 5 mos
State Registrations16 states
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AdvisorBrokerBoth

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
No exam information available for this advisor.
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