Andrew Fairbanks
Andrew Fairbanks is a registered investment advisor at Pendragon Capital Management, INC., based in Fishkill, NY, with 4 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 53 clients with $40M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pendragon's fees for investment management are a percentage of the value of your account, and the specific rate is negotiable. The fees generally range from 0.50% to 1.50% annually for Equity, Balanced, and Specialty Strategies, and 0.35% for the Bond Strategy. The fee is calculated each quarter based on the value of your account on the last business day of the quarter, and is paid after the end of the quarter. You can choose to have the fee deducted from your account or be invoiced directly.
Location
Fishkill, NY
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Regulatory History (1)
Criminal
December 1985Employment History
Current Registrations
Pendragon Capital Management, INC.
State Registrations1 state
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