Andrew Garbarini
Andrew Garbarini is a registered investment advisor at Strategic Advisers LLC, based in Bradenton, FL, 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, Retirement Planning. Their firm serves 2,031,770 clients with $1100B 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 $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fidelity Advisory Services: 1.10% on all assets. Wealth Management and Private Wealth Management: tiered fees as described above. Fees are subject to change and can be negotiated for certain accounts. Additional fees of up to 0.40% may apply for SMA Sleeves where advisory services are not provided solely by a Strategic Advisers affiliate.
Fee Estimator
Location
Bradenton, FL
Get directionsHistory
Regulatory History (1)
Criminal
February 1987Employment History
Current Registrations
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
E*trade Capital Management, LLC
E*trade Securities LLCBroker
Mediterranean Securities Group, LLCBroker
Forge Financial Group, INC.Broker
Smh Capital INC.Broker
Newbridge Securities CorporationBroker
Capital Growth Financial, LLCBroker
Dalton Kent Securities Group, INC.Broker
Globalnetsecurities CORP.Broker
Painewebber IncorporatedBroker
State Registrations53 states
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