Brian Andrew
Brian Andrew is a CFA-designated registered investment advisor at Merit Financial Advisors, based in Sheboygan Falls, WI, with 20 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 7 more. Their firm serves 20,711 clients with $24B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Annual asset management fee ranges up to a maximum of 2.50% and is negotiable. Independent contractor accounts may incur an additional platform fee of 0.25% to 0.35%.
Fee Estimator
Location
1160 Fond Du Lac Ave, Sheboygan Falls, WI, 53085
Get directionsHistory
Regulatory History (1)
Regulatory
January 1999Other Business Activities
Brian is the Chairman of the investment committee for Pathway 2 Cures, a venture philanthropy fund organized by the National Hemophilia Foundation. He dedicates a full-time commitment to this role and receives no compensation.
Employment History
Current Registrations
Merit Financial Advisors
Previous Registrations
Johnson Wealth INC.
Cleary Gull Advisors INC.
Cleary Gull INC.
1492 Capital Management, LLC
Ziegler Capital Management, LLC
State Registrations1 state
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
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