Andrew Papp is a registered investment advisor at 724 Capital, LLC, based in Brea, CA, with 32 years of industry experience. Andrew 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, High Net Worth, and 3 more. Their firm serves 1,270 clients with $260M 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 | 1.00% |
Fees are negotiable.
Fee Estimator
Location
One Pointe Dr, Suite 205, Brea, CA, 92821
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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 plays drums in live bands, preaches at churches, and is a real estate broker, but these activities take minimal time or are not actively pursued. He also provides investment advisor services through 724 Capital LLC, dedicating full-time hours to this role.
Employment History
Current Registrations
724 Capital, LLC
Ministry Partners Securities, LLC
Ministry Partners Securities, LLCBroker
Previous Registrations
724 Capital, LLC
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
Brookstreet Capital Management
Brookstreet Securities CorporationBroker
Omni Brokerage, INC.Broker
Sentra Securities CORP
Sentra Securities CorporationBroker
Laguna Securities, INC.Broker
Nylife Securities INC.Broker
State Registrations17 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.