AK
CFA · CFP
AK
CFA · CFP

Andrew Kelch

22 Years of Experience
Austin, TX

Andrew Kelch is a CFA, CFP-designated registered investment advisor at Hightower Advisors, LLC, based in Austin, TX, with 22 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, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 64,035 clients with $200B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1044 advisors
Number of Clients
64,035 clients
Average Client Portfolio
$3.1M average
Assets Under Management
$198.6B

Fee Structure

Planning is included in investment management (also available separately)

Hightower Advisors charges fees that vary depending on the specific advisor and service used, typically calculated as a percentage of your portfolio. Fees may be structured as a flat percentage or through tiered rates where the percentage changes based on the size of your investments. Fees are generally billed quarterly or monthly, either in advance or in arrears. Specific fee schedules, minimum account sizes, and minimum annual fees are determined by individual advisor practices.

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Location

610 W 5th Street, Suite 601, Austin, TX, 78701

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Hightower Advisors, LLC
June 2021 - Present · 5 yrs 4 mos
Previous Registrations
Hightower Securities, LLCBroker
June 2021 - December 2023 · 2 yrs 6 mos
Dimensional Fund Advisors LP
April 2019 - June 2021 · 2 yrs 2 mos
Dfa Securities LLCBroker
April 2019 - June 2021 · 2 yrs 2 mos
USAA Investment Management Company
August 2014 - March 2019 · 4 yrs 7 mos
USAA Investment Management CompanyBroker
August 2014 - March 2019 · 4 yrs 7 mos
USAA Financial Planning Services
June 2011 - August 2014 · 3 yrs 2 mos
USAA Financial Advisors, INC.Broker
June 2011 - August 2014 · 3 yrs 2 mos
Wells Fargo Advisors, LLC
August 2004 - April 2011 · 6 yrs 8 mos
Wells Fargo Advisors, LLCBroker
May 2004 - April 2011 · 6 yrs 11 mos
State Registrations1 state
TX
Advisor

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
No exam information available for this advisor.
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