Andrew Finnigan is a registered investment advisor at Fortitude Advisory Group L.L.C., based in Gig Harbor, WA, with 21 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, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 622 clients with $470M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.20% |
Maximum total portfolio management fee is 2.2% per year. Specific fees are stipulated in your client agreement and all fees are negotiable. Certain in-house strategies carry additional fees (e.g., 0.2% for large-cap overlays, 0.1% for exchange-traded fund strategies). Clients also pay administrative fees of up to 0.10% and technology fees of up to 0.15% per annum.
Fee Estimator
Location
7195 Wagner Way, Suite 104, Gig Harbor, WA, 98335
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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.
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Andrew is a managing member, director, and co-owner of Old Loyal Films, LLC, an independent film company, and spends minimal time on this. He is also an investment advisor with Sound Wealth Partners, LLC, and owns the Blue Mouse Theatre, spending minimal time on it.
Employment History
Current Registrations
Fortitude Advisory Group L.L.C.
Previous Registrations
Quint Capital CorporationBroker
Money Concepts Advisory Service
Money Concepts Capital CORPBroker
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
LPL Financial LLC
LPL Financial LLCBroker
Primevest Financial Services, INC.
Primevest Financial Services, INC.Broker
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.
Exams
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