Andrew Stevenson
Andrew Stevenson is a registered investment advisor at Columbia Management Investment Advisers, LLC, based in Summit, NJ, with 21 years of industry experience. Andrew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management. Their firm serves 4,251 clients with $500B 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 $25.0M | 0.65% |
| $25.0M - $50.0M | 0.50% |
| $50.0M - $100.0M | 0.40% |
| $100M+ | 0.40% |
Representative fee schedule shown for U.S. Large Cap Equity institutional strategies. Fees are negotiable over $100 million. Different strategies and client types have distinct schedules.
Fee Estimator
Location
Summit, NJ
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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 Activities
Andrew is the owner/proprietor and landlord of OZ Family Properties LLC since July 2024. He dedicates minimal time to this activity.
Employment History
Current Registrations
Columbia Management Investment Advisers, LLC
Columbia Management Investment Distributors, INC.
Columbia Management Investment Distributors, INC.Broker
Previous Registrations
Invesco Advisers, INC.
Invesco Distributors, INC.Broker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations1 state
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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