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Andy Tyndall

26 Years of Experience
Missouri City, TX
Broker

Andy Tyndall is a registered investment advisor at Mfs Institutional Advisors INC., based in Missouri City, TX, with 26 years of industry experience. Andy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management. Their firm serves 13,555 clients with $110B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
51 advisors
Number of Clients
13,555 clients
Average Client Portfolio
$8.4M average
Assets Under Management
$113.6B

Fee Structure

Minimum Investment:$50M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.08%

Fees vary by investment strategy, ranging from 0.08% for certain fixed income strategies up to 0.95% for specialized equity strategies. Fees are negotiable.

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

Missouri City, TX

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Mfs Institutional Advisors INC.
March 2013 - Present · 13 yrs 7 mos
Mfs Fund Distributors, INC.Broker
January 2013 - Present · 13 yrs 9 mos
Mfs Fund Distributors, INC.
January 2013 - Present · 13 yrs 9 mos
Previous Registrations
Lord, Abbett & CO. LLC
May 2004 - January 2013 · 8 yrs 8 mos
Lord Abbett Distributor LLCBroker
December 2003 - January 2013 · 9 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2000 - October 2003 · 2 yrs 11 mos
Merrill Lynch Pierce Fenner & Smith INC.
November 2000 - October 2003 · 2 yrs 11 mos
Dean Witter Reynolds INC.Broker
January 2000 - September 2000 · 8 mos
State Registrations7 states
ARKSLAMANEOKTX
AdvisorBroker

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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