Andrea Searle
Andrea Searle is a CFP-designated registered investment advisor at Schaefer Financial Management, INC., based in Centennial, CO, with 21 years of industry experience. Andrea operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 446 clients with $1.1B 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 | 1.00% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $5.0M | 0.40% |
| $5.0M - $10.0M | 0.20% |
| $10M+ | 0.20% |
Fees for accounts over $10,000,000 are negotiable. The firm also offers an annual review investment management model charged at a flat 0.5% with a $1,250 minimum annual fee.
Fee Estimator
Location
7700 East Arapahoe Road, #265, Centennial, CO, 80112
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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
Andrea and her husband jointly own three residential real estate properties and manage them personally. Andrea spends minimal time on these investing and managing duties.
Employment History
Current Registrations
Schaefer Financial Management, INC.
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.
Exams
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