Andrew Vanderslice
Andrew Vanderslice is a registered investment advisor at Strategic Advisers LLC, based in Merrimack, NH, with 31 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 2,031,770 clients with $1100B 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 $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fidelity Advisory Services: 1.10% on all assets. Wealth Management and Private Wealth Management: tiered fees as described above. Fees are subject to change and can be negotiated for certain accounts. Additional fees of up to 0.40% may apply for SMA Sleeves where advisory services are not provided solely by a Strategic Advisers affiliate.
Fee Estimator
Location
Two Contra Way, Merrimack, NH, 03054-4334
Get directionsHistory
Regulatory History (2)
Financial
December 2021Customer Dispute
May 2009Other Business Activities
Andrew is an Advanced EMT and firefighter with the Stratham Volunteer Fire Department, providing fire department and EMS services. This activity requires a few hours per week.
Employment History
Current Registrations
Strategic Advisers LLC
Fidelity Brokerage Services LLC
Fidelity Brokerage Services LLCBroker
Previous Registrations
Fidelity Personal and Workplace Advisors
Estate Planners of New England, LLC
The Leaders Group, INC.Broker
UBS Financial Services INC.Broker
The Leaders Group, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Liberty Life Distributors LLCBroker
AXA Distributors, LLCBroker
W. S. Griffith & CO., INC.Broker
1717 Capital Management CompanyBroker
State Registrations53 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.