Andrew Killion is a registered investment advisor at Bankers Investment Counseling, based in Ventura, CA, with 24 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 50 clients with $22M 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 $150K | 1.50% |
| $150K - $250K | 0.70% |
| $250K - $500K | 0.60% |
| $500K - $1.0M | 0.50% |
| $1M+ | 0.40% |
Fees and account minimums may be negotiable.
Fee Estimator
Location
5450 Telegraph Road, Suite 265, Ventura, CA, 93003
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Andrew is the Owner/Managing Member of Anchors Way Advisors, LLC, a marine surveyor practice established in March 2023. He spends about 10-20% of his time inspecting vessels for regulatory and safety compliance.
Employment History
Current Registrations
Bankers Investment Counseling
Previous Registrations
Bankers Investment Counseling Company
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Sea Worthy Investment Advisors
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations1 state
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