Brian Andrew
Brian Andrew is a CFA-designated registered investment advisor at Merit Financial Advisors, based in Alpharetta, GA, with 19 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 14,417 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Merit Financial Group charges an annual investment advisory fee of up to 2.50% of the assets in your account. This fee is negotiable and can depend on the investment advisor representative, the value of your account, the types of assets, the complexity of your portfolio, your financial situation, how actively your portfolio is traded, anticipated future assets, your relationship with the advisor, and any additional services you request. Clients of independent contractor advisors pay an additional platform fee of 0.25% or 0.35% depending on who manages the account.
Location
2400 Lakeview Parkway, Suite 550, Alpharetta, GA, 30009
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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.