AR
CFA
AR
CFA
Andrew Rich is a CFA-designated registered investment advisor at Huntleigh Advisors, INC., based in St. Louis, MO, 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 Investment Management, Retirement Planning. Their firm serves 1,838 clients with $780M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
64 advisors
Number of Clients
1,838 clients
Average Client Portfolio
$425K average
Assets Under Management
$781.8M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $10.0M | 1.50% |
| $10M+ | 1.00% |
Fees are negotiable based on criteria such as historical relationships, asset types, and account composition.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
7800 Forsyth Blvd, 5th Floor, St. Louis, MO, 63105
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
March 2004Employment History
Current Registrations
Huntleigh Advisors, INC.
September 2016 - Present · 10 yrs 1 mo
Previous Registrations
Mindshare Capital Management, LLC
February 2005 - September 2016 · 11 yrs 7 mos
State Registrations6 states
CAFLILKSKYMO
Advisor
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.
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