Andrew Capets
Andrew Capets is a registered investment advisor at State Farm Investment Management CORP., based in Monroeville, PA, with 27 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3,575 clients with $13B 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 $100K | 1.25% |
| $100K - $500K | 1.00% |
| $500K - $1000K | 0.75% |
| $1M+ | 0.50% |
Accounts advised for a full quarter that have an average daily market value below $15,000 are charged a minimum quarterly Advisory Fee of $45 (except as set forth below under “Fee Reductions”). For Accounts that qualify for a reduced Advisory Fee to the lowest Advisory Fee shown on the chart, such Accounts advised for a full quarter that have an average daily market value below $15,000 are charged a minimum quarterly Advisory Fee of $18.75.
Fee Estimator
Location
4229 Northern Pike, Monroeville, PA, 15146-2754
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2014Other Business ActivitiesSells Insurance
Andrew is the president of the Trafford Historical Society and an officer at the Trafford American Legion Post 331, dedicating minimal time to each. He also owns Andrew Capets's Insurance Agency as an agent for State Farm, taking about half of his time, and owns personal real estate, dedicating minimal time.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.Broker
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.