AS
AS

Andrew Silverman

21 Years of Experience
Framingham, MA

Andrew Silverman is a registered investment advisor at Silverman, Andrew, based in Framingham, MA, 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 Estate Planning, Investment Management, Retirement Planning, Tax Planning.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.25%

Andrew Silverman receives 0.25% of the average account balance, which is paid by the financial advisors at Merrill Lynch, Stifel Nicolaus, and Morgan Stanley from their fees. The basic fee for institutional money managers is 1.00%-1.25%. For the ETF platform, the fee is 1.00%. Fee reductions are available for accounts reaching $500,000, $1,000,000, and $2,000,000. All fees are negotiable.

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

Framingham, MA

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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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Employment History
Current Registrations
Silverman, Andrew
January 2005 - Present · 21 yrs 4 mos
State Registrations2 states
FLMA
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.