Andre Khalfayan is a PFS-designated registered investment advisor at Savant Wealth Management, based in Middletown, RI, with 16 years of industry experience. Andre operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 24,034 clients with $56B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Savant Wealth Management's fees for investment management range from 0.50% to 1.50% annually, based on the amount you invest and the complexity of services. There are annual minimum fees, and clients with lower amounts invested may pay a higher percentage. Savant typically requires at least $300,000 to open an investment portfolio.
Location
747 Aquidneck Avenue, Suite 1, Middletown, RI, 02842
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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.
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Andre is the Director of Financial Planning & Tax for Corrigan Financial, Inc. during a transition period following its acquisition by Savant Wealth Management. The registration for Corrigan Financial, Inc will be withdrawn at the end of the transition.
Employment History
Current Registrations
Savant Wealth Management
Previous Registrations
Corrigan Financial INC
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.
Exams
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