Andrea Henley
Andrea Henley is a registered investment advisor at The Pines Wealth Management, LLC, based in Southern Pines, NC, with 4 years of industry experience. Andrea operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 262 clients with $490M 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 $500K | 1.50% |
| $500K - $1000K | 1.30% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $20.0M | 0.75% |
| $20M+ | Included |
Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Location
104 Bradford Village Court, Southern Pines, NC, 28387
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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 Activities
Andrea works as a full-time commercial lender at Uwharrie Bank since 2020. This activity is not investment-related.
Employment History
Current Registrations
The Pines Wealth Management, LLC
Previous Registrations
Uwharrie Investment Advisors, INC.
State Registrations1 state
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