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Andrew Austin Mcfalls

19 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)
Firm Size
171 advisors
Number of Clients
43,868 clients
Average Client Portfolio
$136K average
Assets Under Management
$6.0B

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $100K0.50%
$100K - $300K0.40%
$300K - $500K0.30%
$500K+0.20%

Fee schedule may be waived or discounted by agreement between MissionSquare and the Plan Sponsor.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

777 North Capitol Street NE, Suite 600, Washington, DC, 20002-4240

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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.

Learn about disclosures →
Employment History
Current Registrations
Missionsquare Investment ServicesBroker
November 2022 - Present · 3 yrs 3 mos
Missionsquare Retirement
November 2022 - Present · 3 yrs 3 mos
Previous Registrations
Allstate Financial Advisors, LLC
August 2013 - October 2022 · 9 yrs 2 mos
Allstate Financial Services, LLCBroker
January 2013 - October 2022 · 9 yrs 9 mos
Nylife Securities LLCBroker
September 2011 - January 2013 · 1 yr 4 mos
MML Investors Services, LLC
March 2008 - August 2011 · 3 yrs 5 mos
MML Investors Services, LLCBroker
May 2006 - August 2011 · 5 yrs 3 mos
State Registrations3 states
DCMDVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Andrew Austin Mcfalls - Financial Advisor | TrueAdvisor