AM
CFP
AM
CFP

Andrew Maimona

28 Years of Experience
Hudson, OH
BrokerSells Insurance

Andrew Maimona is a CFP-designated registered investment advisor at Commonwealth Financial Network, based in Hudson, OH, 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 Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 360,488 clients with $210B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2904 advisors
Number of Clients
360,488 clients
Average Client Portfolio
$590K average
Assets Under Management
$212.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$600
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $750K2.25%
$750K - $1.0M2.00%
$1.0M - $2.0M1.75%
$2M+1.50%

Fees are negotiable. Schedule represents maximum allowable annual management fees for PPS Custom programs. Other programs like PPS Select and PPS Direct have separate advisor and program fee schedules.

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

10 West Streetsboro Street, Suite 200, Hudson, OH, 44236

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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 sells fixed insurance products, dedicating minimal time to this activity. He is also a co-owner and president of Right & Tight, LLC dba The Basement in Brimfield, a family restaurant, spending minimal time on this business as well.

Employment History
Current Registrations
Commonwealth Financial Network
March 2022 - Present · 4 yrs 7 mos
Commonwealth Financial NetworkBroker
March 2022 - Present · 4 yrs 7 mos
Previous Registrations
Stratos Wealth Partners, LTD
July 2013 - March 2022 · 8 yrs 8 mos
LPL Financial LLCBroker
July 2013 - March 2022 · 8 yrs 8 mos
Ameriprise Financial Services, INC.
April 2010 - July 2013 · 3 yrs 3 mos
Ameriprise Financial Services, INC.Broker
April 2010 - July 2013 · 3 yrs 3 mos
Signator Investors, INC.
January 2008 - April 2010 · 2 yrs 3 mos
Signator Investors, INC.Broker
January 2008 - April 2010 · 2 yrs 3 mos
AXA Advisors, LLC
January 2003 - January 2008 · 5 yrs
AXA Advisors, LLC
February 2002 - December 2002 · 10 mos
AXA Advisors, LLCBroker
May 1998 - January 2008 · 9 yrs 8 mos
The Equitable Life Assurance Society of the United StatesBroker
May 1998 - January 2000 · 1 yr 8 mos
State Registrations10 states
COFLGAILKYMDNYOHVAWY
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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