Andrew Meredith is a registered investment advisor at Federal Hill Capital Management, based in Bardstown, KY, with 18 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, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 306 clients with $48M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Federal Hill Capital Management charges a percentage of your portfolio's value each month. The percentage depends on your investment objective (fixed income, balanced, growth, etc.) and the amount you have invested. Accounts within the same household can be combined to reach higher tiers. Fees are deducted from your account monthly. The specific percentages are listed below:
Location
129 N. Third St, Bardstown, KY, 40004
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Andrew is involved in several real estate and business ventures, including AFM Properties, Boundary Oak Properties, Dirty Deeds, Boundary Oak Title, DowntownBound, Lincoln Parkway Service Center, Federal Hill Holdings, and Lincoln National Bank. He also serves as the Chief Executive Officer and Investment Advisor for Federal Hill Capital Management, LLC, dedicating about a quarter of his time to this investment-related business.
Employment History
Current Registrations
Federal Hill Capital Management
Previous Registrations
J.J.B. Hilliard, W.L. Lyons, LLC
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.