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Andrew Zinn

Mutual Advisors, LLC
28 Years of Experience
Cambria, CA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Andrew Zinn is a registered investment advisor at Mutual Advisors, LLC, based in Cambria, CA, with 28 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 Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 9,473 clients with $8.5B in assets under management.

Mutual Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
153 advisors
Number of Clients
9,473 clients
Average Client Portfolio
$902K average
Assets Under Management
$8.5B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Annual management fee ranges up to 2.00% and is negotiable. Fees can be structured as a flat percentage, tiered schedule, or linear schedule. American Funds accounts range from 0.25% to 1.25%.

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

4090 Burton Drive, Suite 9, Cambria, CA, 93428

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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 director for the Lions Club of Cambria, a non-profit organization, dedicating minimal time. He is also an independent insurance agent selling insurance and annuities, dedicating minimal time.

Employment History
Current Registrations
Mutual Advisors, LLC
July 2013 - Present · 13 yrs 3 mos
Mutual Securities, INC.
November 2009 - Present · 16 yrs 11 mos
Mutual Securities, INC.Broker
November 2009 - Present · 16 yrs 11 mos
Previous Registrations
Mutual Securities, INC.
November 2009 - July 2013 · 3 yrs 8 mos
Citigroup Global Markets INC.Broker
February 2008 - December 2009 · 1 yr 10 mos
Citigroup Global Markets INC.
February 2008 - December 2009 · 1 yr 10 mos
UBS Financial Services INC.
January 2003 - February 2008 · 5 yrs 1 mo
UBS Financial Services INC.Broker
January 2003 - February 2008 · 5 yrs 1 mo
Prudential Securities IncorporatedBroker
September 2000 - January 2003 · 2 yrs 4 mos
Prudential Securities Incorporated
September 2000 - January 2003 · 2 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 1998 - September 2000 · 2 yrs 8 mos
State Registrations4 states
CAMONEOR
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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