Andrew Monsour
Andrew Monsour is a registered investment advisor at Monsour Advisory Services, INC., based in Roanoke, VA, with 26 years of industry experience. Andrew 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. Their firm serves 114 clients with $97M 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 $1.0M | 2.00% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Typical fees are lower. $1 to $1,000,000 (Typical 1.25%), $1,000,001 to $2,000,000 (Typical 1.00%), $2,000,001 to $5,000,000 (Typical .75%). Fees negotiable for accounts over $5,000,001.
Fee Estimator
Location
2762 Electric Road, Suite B, Roanoke, VA, 24018
Get directionsHistory
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 ActivitiesSells Insurance
Andrew is part owner of AAG Properties, a commercial real estate building, since 2006, dedicating a few hours per week. He is also a licensed insurance agent since 1995, spending a few hours per week on this activity.
Employment History
Current Registrations
Monsour Advisory Services, INC.
Previous Registrations
Cantella & CO., INC.
Raymond James Financial Services
State Registrations1 state
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.