Andrew Norris is a registered investment advisor at Amwh Asset Management LLC, based in Blue HIll, ME, 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 7 clients with $1M 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 | 1.50% |
Fees may be reduced at AMWH's discretion based on various factors.
Fee Estimator
Location
Blue HIll, ME
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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 a joint owner of CAAN Properties 1 LLC, a real estate development company, since April 2024. This investment-related activity takes a few hours per week.
Employment History
Current Registrations
Amwh Asset Management LLC
Previous Registrations
Lazard Asset Management Securities LLCBroker
Scudder Investor Services, INC.Broker
Ing Barings LLCBroker
Ing Baring (U.S.) Securities, INC.Broker
State Registrations3 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.