AA
AA
Andrew Aigner
21 Years of Experience
1 DisclosureMay Earn Commission
Andrew Aigner is a registered investment advisor at Mcdermott Investment Advisors, LLC, based in Bethlehem, PA, with 21 years of industry experience. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 709 clients with $210M in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
709 clients
Average Client Portfolio
$298K average
Assets Under Management
$211.0M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable, especially for accounts over $2.5 million. Individual accounts established by several members of the same family/household may be aggregated and given a reduced rate.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
44 East Broad Street, Suite 218, Bethlehem, PA, 18018
Get directionsHistory
Regulatory History (1)
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Financial
January 2017Final
Employment History
Current Registrations
Mcdermott Investment Advisors, LLC
April 2012 - Present · 14 yrs
Previous Registrations
Liberty Asset Management
March 2008 - May 2012 · 4 yrs 2 mos
Gm Financial Group
January 2005 - December 2008 · 3 yrs 11 mos
State Registrations1 state
PA
Advisor
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.