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Andrew T Moen

28 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingEstate PlanningInsurance Planning
Compensation
Fee-Only (AUM)
Firm Size
54 advisors
Number of Clients
755 clients
Average Client Portfolio
$378K average
Assets Under Management
$285.5M

Fee Structure

Minimum Investment:$50K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K1.55%
$250K - $500K1.50%
$500K - $1.0M1.25%
$1M+1.00%

Fees are subject to negotiation.

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

5100 West Genesee Street, Camillus, NY, 13031

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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 is a partner at Moen & Thurston, Attorneys at Law, spending about half his time there. He is also a Registered Representative with Leigh Baldwin & Co., LLC, dedicating a full workday during trading hours to overseeing brokerage accounts and placing trades.

Employment History
Current Registrations
Leigh Baldwin & CO., LLCBroker
January 2007 - Present · 19 yrs 1 mo
Newman Ladd Capital Advisors, LLC.
January 2005 - Present · 21 yrs 1 mo
Previous Registrations
Newman, Ladd Capital, INC.Broker
December 2003 - December 2006 · 3 yrs
New England SecuritiesBroker
November 1997 - January 2004 · 6 yrs 2 mos
State Registrations13 states
CTFLILMAMSNCNMNYPASCTXVAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.