Andrew Saab
Andrew Saab is a CFP-designated registered investment advisor at Benjamin F. Edwards & Company, Incorporated, based in Birmingham, AL, with 25 years of industry experience. Andrew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 33,057 clients with $19B 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 | 2.50% |
Maximum total wrap fee is 2.50% annually, combining advisor and manager fees. Specific strategy rates vary, and fees are fully negotiable.
Fee Estimator
Location
Shades Creek Plaza, 850 Shades Creek Parkway, Suite 310, Birmingham, AL, 35209
Get directionsHistory
Regulatory History (1)
Criminal
October 1986Employment History
Current Registrations
Benjamin F. Edwards & Company, INC.Broker
Benjamin F. Edwards & Company, Incorporated
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
State Registrations15 states
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
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