AM
CFP
AM
CFP

Andrew May

30 Years of Experience
Atlanta, GA
Broker

Andrew May is a CFP-designated registered investment advisor at Register Financial Advisors, LLC, based in Atlanta, GA, with 30 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, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 433 clients with $490M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
433 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$488.5M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.50%
$250K - $500K2.00%
$500K - $1.0M1.80%
$1.0M - $2.0M1.50%
$2M+1.50%

Fees are negotiable for accounts above $2,000,001.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3500 Lenox Road, Suite 1700, Atlanta, GA, 30326

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Andrew works full-time as an investment advisor for Register Financial Advisors LLC since 2008. He also works as a musician, performing live and selling music downloads, dedicating minimal time to this activity.

Employment History
Current Registrations
Register Financial Advisors, LLC
February 2008 - Present · 18 yrs 3 mos
Register Financial Associates, INC.Broker
February 2008 - Present · 18 yrs 3 mos
Previous Registrations
Chitwood Advisory Group
February 2006 - February 2008 · 2 yrs
Triad Advisors, INC.Broker
December 2005 - February 2008 · 2 yrs 2 mos
TD Waterhouse Investor Services, INC.Broker
August 1997 - March 2005 · 7 yrs 7 mos
The Volume Investor, INC.Broker
March 1996 - May 1997 · 1 yr 2 mos
First Southeastern Securities Group, IncorporatedBroker
February 1996 - March 1996 · 1 mo
Southtrust Investment Services, INC.Broker
December 1993 - January 1995 · 1 yr 1 mo
State Registrations3 states
ALGATX
AdvisorBrokerBoth

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
No exam information available for this advisor.