Andrew Silver
Andrew Silver is a CFP-designated registered investment advisor at Concordia Wealth Planning, LLC, based in Powell, OH, with 20 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 80 clients with $45M 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 $250K | 1.50% |
| $250K - $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $1.0M | 0.40% |
| $1M+ | 0.30% |
Standalone investment management fees are annualized and based on average daily value, billed in arrears/advance per contract terms. Fees may be negotiable on a client-by-client basis. Investment management as an add-on to planning packages uses a separate flat fee schedule ranging from 0.50% to 0.10%.
Fee Estimator
Contact
Andrew Silver
Location
6556 Valley Oak Dr, Powell, OH, 43065
Get directionsHistory
Regulatory History (1)
Criminal
July 1997Other Business Activities
Andrew is the CEO and CCO of Concordia Wealth Planning, LLC, which is a 50% owner of Concordia Puerto Rico, LLC. He is also the CEO of Andrew J Silver Consulting, LLC, a marketing company, and receives a fee for supporting Pinnacle Wealth Planning Services, Inc. by educating and servicing existing clients, dedicating about 10-20% of his time.
Employment History
Current Registrations
Concordia Wealth Planning, LLC
Previous Registrations
Concordia Puerto Rico, LLC
Pinnacle Wealth Planning Services, INC.
Sei Investments Management CORP
Sei Investments Distribution CO.Broker
State Registrations4 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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