Andrew Federico is a CFA, CFP-designated registered investment advisor at Financial Freedom, based in Rochester, NY, 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 Corporate Executives, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 114 clients with $440M 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 | 1.00% |
Percentage of assets under management fees range from 1.0% to 0.25% depending on the value of assets under management. The firm primarily uses an annual retainer fee structure for new clients and only uses percentage-based fees for certain existing or requested client relationships.
Fee Estimator
Location
Rochester, NY
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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
Financial Freedom
Previous Registrations
Cambridge Investment Research, INC.Broker
Lion Street Financial, LLCBroker
Madison Advisory Services, INC.
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
First Investors CorporationBroker
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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