Mark Andrews is a CFP-designated registered investment advisor at Andrews Capital Management INC, based in Coronado, CA, with 24 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 26 clients with $71M 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 $750K | 1.00% |
| $750K - $1.5M | 0.75% |
| $1.5M+ | 0.50% |
Fees may be negotiable. Schedule applies to equities. Fixed income and cash/equivalents are charged 0.50%.
Fee Estimator
Location
1224 10th Street, Suite 203, Coronado, CA, 92118
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Andrews Capital Management INC
State Registrations1 state
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