Andrew Sontag
Andrew Sontag is a CFP-designated registered investment advisor at Carlsbad Wealth Advisory Group, INC., based in Carlsbad, CA, 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 Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 249 clients with $200M 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 | 1.00% |
| $500K - $3.0M | 0.75% |
| $3.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
The investment management fee schedule replaces older schedules unless your investment advisory agreement has been amended to reflect a negotiated rate. If you have contracted with us under a previous fee schedule that is lower than the schedule reflected above, we will continue to bill you at that lower rate.
Fee Estimator
Location
5927 Balfour Ct, Suite 207, Carlsbad, CA, 92008
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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 →Employment History
Current Registrations
Carlsbad Wealth Advisory Group, INC.
Previous Registrations
Ameriprise Financial Services, INC.
State Registrations1 state
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