Andrew Smith is a CFP-designated registered investment advisor at Edelman Financial Engines, based in Indianapolis, IN, 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 High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,244,406 clients with $330B 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 $400K | 1.75% |
| $400K - $750K | 1.25% |
| $750K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
Fees for amounts over $25 million are negotiable.
Fee Estimator
Location
8555 N. River Rd, Suite 350, Indianapolis, IN, 46240
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 Activities
Andrew is a board member and executive committee member of the Better Business Bureau of Central Indiana since 2010. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
Edelman Financial Engines
Previous Registrations
Financial Engines Advisor Center, LLC
The Mutual Fund Store
The Mutual Fund Store
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
More Advisors
- Darcey Keller, CFPEdelman Financial Engines
- Adam Cash, CFPSym Financial Advisors
- Thays Cardoso, CFPFi3 Financial Advisors, LLC
- Kyle Riddle, CFPInvst, LLC
- Andrew Fairman, CFA, CFPCerity Partners LLC
- Allen Duros, CFPSchwab Wealth Advisory, INC.