Andrew Krieger
Andrew Krieger is a registered investment advisor at Mutual Advisors, LLC, based in Naples, FL, with 24 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 9,473 clients with $8.5B 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 | 2.00% |
Annual management fee ranges up to 2.00% and is negotiable. Fees can be structured as a flat percentage, tiered schedule, or linear schedule. American Funds accounts range from 0.25% to 1.25%.
Fee Estimator
Location
Naples, FL
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2024Other Business ActivitiesSells Insurance
Andrew is an independent insurance agent since September 2024, operating as a sole proprietor. This takes a few hours per week, including time during trading hours.
Employment History
Current Registrations
Mutual Advisors, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Uvest Financial Services Group, INC.Broker
Uvest Financial Services Group, INC.
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations2 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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