AA
AA
Andrew Aigner
21 Years of Experience
Bethlehem, PA
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 High Net Worth, Investment Management, Retirement Planning. Their firm serves 618 clients with $200M in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
618 clients
Average Client Portfolio
$329K average
Assets Under Management
$203.3M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable. Family household accounts may be aggregated to determine breakpoints.
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 6 mos
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.
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