Andrew Preikschat is a CFA-designated registered investment advisor at Edgebrook Investments, LLC, based in Ceres, CA, with 21 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2 clients with $3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
In addition, there is a performance fee of 20% of new profits earned over a fixed time period, generally annually. There is a potential performance fee of 5-20% as Sub-Adviser of AngelList syndicate fund(s) only when that investment is realized (liquidated).
Fee Estimator
Location
4872 Rohde Road, Ceres, CA, 95307
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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 Activities
Since 2021, Andrew is the CEO and owner of Don's RV Center, dedicating the majority of his time to this role.
Employment History
Current Registrations
Edgebrook Investments, LLC
State Registrations1 state
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