Andy Loving is a CFP-designated registered investment advisor at Natural Investments, based in Louisville, KY, with 26 years of industry experience. Andy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning, Socially Responsible Investing. Their firm serves 1,277 clients with $2B 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 $200K | 1.35% |
| $200K - $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $20.0M | 0.65% |
| $20M+ | 0.55% |
Clients with special circumstances, non-profit organizations and charitable institutions may be eligible for negotiable reduced fees determined on a case-by-case basis.
Fee Estimator
Location
Louisville, KY
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2000Customer Dispute
November 2000Employment History
Current Registrations
Natural Investments
Previous Registrations
First Affirmative Financial Network LLC
State Registrations2 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.