Andrew Shermoen
Andrew Shermoen is a registered investment advisor at RBC Capital Markets, LLC, based in Grand Rapids, MN, with 23 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 283,910 clients with $310B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
RBC Financial Planning services are offered for a one-time fee, providing a personalized analysis and written advice to help you assess your financial situation and your ability to pursue specific financial goals. Fees are negotiated within a range of $1,000 to $20,000, but in certain cases a fee higher than $20,000 may be negotiated.
Location
1200 SE 4th Avenue, Suite 300, Grand Rapids, MN, 55744
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Andrew is involved with the Grand Itasca Foundation and Grand Itasca Hospital & Clinic as a board member. He also coaches youth hockey and power skating, including owning Edework Hockey, LLC, and is an assistant high school hockey coach, and owns a rental home.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
State Registrations42 states
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