Jessi Andrews is a CFP-designated registered investment advisor at Interwealth Management, LLC, based in Scottsdale, AZ, with 21 years of industry experience. Jessi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 278 clients with $300M 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 | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees may be negotiable in special circumstances.
Fee Estimator
Location
8585 E Hartford Dr, Suite 108, Scottsdale, AZ, 85255
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 →Employment History
Current Registrations
Interwealth Management, LLC
Previous Registrations
New Frontier Advisors, LLC
Sei Investments Distribution CO.Broker
Sei Investments Management CORP
Assetmark Brokerage, LLCBroker
Capital Brokerage CorporationBroker
Assetmark, INC.
Capital Brokerage CorporationBroker
Russell Investments
Russell Financial Services, INC., Part of Russell InvestmentsBroker
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.