Andre West
Andre West is a registered investment advisor at Global View Capital Management LLC, based in Jacksonville, FL, with 6 years of industry experience. Andre operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 3,819 clients with $780M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Schedule represents the Flexible Plan Investments program fees. Other programs such as the Personalized Managed Account Program have separate fee structures with platform fees ranging from 0.75% to 1.00% plus advisor fees up to 1.40%.
Fee Estimator
Location
Jacksonville, FL
Get directionsHistory
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 ActivitiesSells Insurance
Andre is an insurance agent for Experior Financial Group, marketing and selling life products including fixed and indexed annuities, taking about a quarter of his time. He also works as an insurance agent selling Medicare products for Hollenbacher Insurance, dedicating a few hours per week, and is an independent contractor for Global View Capital Advisors, marketing insurance and advisory services, taking about three-quarters of his time.
Employment History
Current Registrations
Global View Capital Management LLC
Previous Registrations
Equity Services, INC.Broker
PFS Investments INC.Broker
New England SecuritiesBroker
Park Avenue Securities LLCBroker
MML Investors Services, INC.Broker
Nylife Securities LLCBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations1 state
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
More Advisors
- Matthew Cochran, CFAAtlantic Edge Private Wealth Management
- Timothy Hollinger, CFPLPL Financial LLC
- Jake Skelhorn, CFPSpark Wealth Advisors
- Michael Ellis, CFPMadden Advisory Services, INC.
- Jeffrey Driscoll, CFPThe Driscoll Group, INC.
- Donald Drummond, PFSFinancial Independence Advisors, LLC