Andrew Pool
Andrew Pool is a CFP-designated registered investment advisor at R2 Wealth Management Partners, based in Lincoln, NE, with 25 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Insurance Planning, Investment Management, and 3 more. Their firm serves 750 clients with $420M 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 | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable based on client type, complexity, account composition, potential for additional deposits, relationship with advisor, and total assets under management.
Fee Estimator
Location
8101 O Street, Suite 301, Lincoln, NE, 68510
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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 ActivitiesSells Insurance
Andrew is an independent insurance agent offering fixed life insurance products since 2006, dedicating a few hours per week to this activity. He also serves as President of the Waverly Band Boosters, spending a few hours per week supporting the school district's instrumental music programs.
Employment History
Current Registrations
R2 Wealth Management Partners
Previous Registrations
Securities America, INC.Broker
Fsc Securities Corporation
Fsc Securities CorporationBroker
Edward JonesBroker
Allstate Financial Services, LLCBroker
AmeritradeBroker
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.