AE
CFP
AE
CFP

Andrea Empie

22 Years of Experience
Berwick, PA
BrokerSells Insurance

Andrea Empie is a CFP-designated registered investment advisor at Hornor, Townsend & Kent, LLC, based in Berwick, PA, with 22 years of industry experience. Andrea is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 28,369 clients with $9B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
465 advisors
Number of Clients
28,369 clients
Average Client Portfolio
$318K average
Assets Under Management
$9.0B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees are up to 1.5% and do not include separate manager fees and other charges associated with third-party asset manager programs. Fees are negotiable.

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

109 Mulberry Street, Berwick, PA, 18603

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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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Other Business ActivitiesSells Insurance

Andrea works as an insurance agent for Penn Mutual/1847Financial, dedicating nearly full-time hours to insurance sales and service since 2015. She is also a member of Daddio Financial Advisors LLC, a life insurance brokerage, spending a few hours per week on insurance sales and service.

Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
December 2015 - Present · 10 yrs 10 mos
Hornor, Townsend & Kent, LLCBroker
December 2015 - Present · 10 yrs 10 mos
Previous Registrations
Metlife Securities INC.
July 2009 - December 2015 · 6 yrs 5 mos
Metlife Securities INC.Broker
September 2004 - December 2015 · 11 yrs 3 mos
Metropolitan Life Insurance CompanyBroker
September 2004 - July 2007 · 2 yrs 10 mos
State Registrations9 states
DEFLMDNCNJNYPASCWV
AdvisorBrokerBoth

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.