Andrew Wacker
Andrew Wacker is a registered investment advisor at Convergence Advisory Group, based in Omaha, NE, with 11 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 203 clients with $90M 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 | 0.85% |
| $500K - $1.0M | 0.70% |
| $1.0M - $1.5M | 0.65% |
| $1.5M - $2.5M | 0.55% |
| $2.5M - $3.5M | 0.45% |
| $3.5M - $5.0M | 0.40% |
| $5.0M - $10.0M | 0.35% |
| $10M+ | 0.25% |
Fees are for Strategic Management Portfolio without Retirement Income Plan. With Retirement Income Plan, fees are: $0 - $500,000: 1.30% $500,001 - $1,000,000: 1.10% $1,000,001 - $1,500,000: 1.00% $1,500,001 - $2,500,000: 0.85% $2,500,001 - $3,500,000: 0.70% $3,500,001 - $5,000,000: 0.60% $5,000,001 - $10,000,000: 0.50% $10,000,001 – and up: 0.40% Bond & CD Ladder Accounts are billed at the lower of the above fee or 0.60%. All fees are negotiable.
Fee Estimator
Location
12020 Shamrock Plaza, Suite 100, Omaha, NE, 68154
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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
Andrew owns and manages Convergence Network, an insurance and marketing company, dedicating nearly full-time hours. He also serves as Executive Director for Financial Education Collaborative, spending about a quarter of his time, and is a Partner & Advisor at Convergence Wealth, LLC, spending more than full-time hours providing advisory services.
Employment History
Current Registrations
Convergence Advisory Group
Previous Registrations
Continuum Financial
Securities America, INC.Broker
MML Investors Services, INC.
MML Investors Services, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Prudential Financial Planning Services
Pruco Securities, LLC.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.