AF
AF

Andrew Foldenauer

25 Years of Experience
Richmond, VA
Broker

Andrew Foldenauer is a registered investment advisor at RBC Capital Markets, LLC, based in Richmond, VA, with 25 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3777 advisors
IM Fee
Planning only
Assets Under Management
$310.4B

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.

One-Time Plan:$1,000 - $20,000
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Location

919 East Main Street, Suite 2000, Richmond, VA, 23219-4622

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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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Other Business Activities

Andrew serves on the board of directors for the Virginia Mentoring Partnership, a non-profit organization, and dedicates minimal time. He also serves as an officer/board of directors (President) for the Midlothian Rotary Club, dedicating minimal time.

Employment History
Current Registrations
RBC Capital Markets, LLC
January 2007 - Present · 19 yrs 4 mos
RBC Capital Markets, LLCBroker
December 2006 - Present · 19 yrs 5 mos
RBC Capital Markets, LLC
December 2006 - Present · 19 yrs 5 mos
Previous Registrations
Edward JonesBroker
December 2000 - December 2006 · 6 yrs
State Registrations35 states
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AdvisorBrokerBoth

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.
Andrew Foldenauer - Financial Advisor | TrueAdvisor