Andrew Simonetti is a registered investment advisor at Envestnet Portfolio Solutions, INC., based in Chicago, IL, 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 Investment Management. Their firm serves 129,586 clients with $29B in assets under management.
Compensation
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Fee Structure
EPS does not directly manage investments for individual investors. EPS provides sub-advisory services to independent advisors who then work with individual clients. The fees for these services are determined by the advisor and may vary. EPS charges a program fee, which includes investment management services, research, account performance calculations, rebalancing, reporting, and other administrative services. The program fee does not include the advisor's fee, which generally ranges from 0.80% to 1.10%.
Location
222 N. Lasalle St., Suite 625, Chicago, IL, 60601
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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 →Employment History
Current Registrations
Envestnet Portfolio Solutions, INC.
Previous Registrations
Portfolio Brokerage Services, INC.Broker
Quasar Distributors, LLCBroker
Putnam Investment Management, LLC
Putnam Investment Management, LLC
Putnam Retail Management Limited PartnershipBroker
MML Distributors, LLCBroker
Mfs Fund Distributors, INC.Broker
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.