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Andrew Buttimer

29 Years of Experience
Naperville, IL
BrokerSells Insurance

Andrew Buttimer is a registered investment advisor at M.brown Financial Advisors, based in Naperville, IL, with 29 years of industry experience. Andrew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.50%
$250K - $500K2.25%
$500K - $1.0M2.00%
$1M+1.75%

Fees are maximum rates and are negotiable. Clients affiliated with previous advisors may receive a 0.10% discount.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2728 Forgue Dr, Suite 100, Naperville, IL, 60564

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Andrew sells non-variable life and fixed annuities through M. Brown & Associates, dedicating a few hours per week. He also serves as a mentor coordinator for BNI A.I.M., a referral building business, spending about 10% of his time on this activity.

Employment History
Current Registrations
M.brown Financial Advisors
July 2021 - Present · 5 yrs 3 mos
Ausdal Financial Partners, INC.Broker
December 2010 - Present · 15 yrs 10 mos
Ausdal Financial Partners, INC.
December 2010 - Present · 15 yrs 10 mos
Previous Registrations
Feil Daily Investment CO.
September 2005 - September 2011 · 6 yrs
Feil Daily Investment CO.Broker
February 1997 - September 2011 · 14 yrs 7 mos
State Registrations10 states
AZCAFLGAILINMIMNNYTX
AdvisorBrokerBoth

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
No exam information available for this advisor.
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