Andy Schink
Andy Schink is a registered investment advisor at LPL Financial LLC, based in Wexford, PA, with 21 years of industry experience. Andy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B 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 | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
2000 Corporate Dr #350, Wexford, PA, 15090
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2013Customer Dispute
April 2010Other Business ActivitiesSells Insurance
Andy operates BCR Financial Services, LLC as a DBA for his LPL business and provides financial planning and consulting services through it, spending about 10-20% of his time on it. Andy also sells non-variable insurance and is a business owner of 828 Brewing, dedicating minimal time to each.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Osaic Fs, INC.
Osaic Fs, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations22 states
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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