AM
CFP · ChFC
AM
CFP · ChFC

Andrew Minehart

27 Years of Experience
Elgin, IL
1 DisclosureBroker

Andrew Minehart is a CFP, ChFC-designated registered investment advisor at Edward Jones, based in Elgin, IL, 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 Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24078 advisors
Number of Clients
4,069,320 clients
Average Client Portfolio
$249K average
Assets Under Management
$1013.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.40%

The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.

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

2445 Westfield Dr Suite 101, Elgin, IL, 60124

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2025
Pending
Other Business Activities

Andrew is the president of Minehart Enterprises LLC, a rental property business, since 2015. He also owns and manages rental property, dedicating minimal time to these activities.

Employment History
Current Registrations
Edward Jones
January 2006 - Present · 20 yrs 9 mos
Edward Jones
March 1999 - Present · 27 yrs 7 mos
Edward JonesBroker
March 1999 - Present · 27 yrs 7 mos
State Registrations24 states
AZCAFLGAIAILINMAMDMIMNMONCNVNYOKORPASCTNTXVAWAWI
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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