Andrew Meehan
Andrew Meehan is a registered investment advisor at Wealthcare Advisory Partners LLC, based in Croydon, PA, with 27 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 Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 10,948 clients with $8.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WCAP offers investment management services where fees are based on a percentage of the assets they manage. The specific percentage can be up to 1.85% annually, depending on factors like the types of investments, the size of your account, and any special reporting or restrictions. Fees are generally paid quarterly, in advance. WCAP may offer discounted rates to employees, their families, and very high net worth clients. If WCAP uses independent managers, your overall fees will include WCAP's fee plus the manager's fees. WCAP also offers a wrap fee program where transaction costs are included in the overall advisory fee.
Location
Croydon, PA
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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 ActivitiesSells Insurance
Andrew has several outside business activities, including a non-variable insurance DBA (Andrew M. Meehan, Inc.) taking about 10-20% of his time, musical performances as a harmonica player/singer and live musician taking minimal time, and running for US House of Representatives taking about 35-50 hours per month. He is also a registered investment advisor representative with Wealthcare Advisory Partners, LLC and sells fixed insurance products, mainly life insurance, through CBS Brokerage, dedicating about 10-20% of his time to each.
Employment History
Current Registrations
Wealthcare Advisory Partners LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLC
Financial Network Investment Corporation
Financial Network Investment CorporationBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations9 states
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.