Andrew Brinkman
Andrew Brinkman is a registered investment advisor at Stableford Capital LLC, based in Mill Valley, CA, with 23 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 92 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annualized investment management fee is 1% of assets under management. Fees may be negotiable in limited instances.
Fee Estimator
Location
Mill Valley, CA
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2019Regulatory
May 1988Other Business ActivitiesSells Insurance
Andrew owns Stableford Holdings, LLC, which owns Stableford Capital LLC and is a part owner of Stableford Tax LLC; he spends minimal time on activities associated with Stableford Tax LLC. Andrew also holds a Life and Health Insurance license and spends minimal time on insurance-related activities.
Employment History
Current Registrations
Stableford Capital LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations4 states
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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