AC
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Andrew Carrier

16 Years of Experience
Scottsdale, AZ

Andrew Carrier is a registered investment advisor at Advisory Services Network, based in Scottsdale, AZ, with 16 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 12,919 clients with $11B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
253 advisors
Number of Clients
12,919 clients
Average Client Portfolio
$820K average
Assets Under Management
$10.6B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.25%
$500K - $2.0M1.75%
$2.0M - $5.0M1.50%
$5M+1.25%

All fees are negotiable at the firm's discretion. The firm also offers a floating flat rate schedule using the same percentage breakpoints applied to total account assets.

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

10105 East Via Linda, Ste #103 Pmb-1193, Scottsdale, AZ, 85258

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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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Other Business Activities

Andrew is the sole owner of 8 Mile Investments PLLC, a financial services/wealth management business, since April 2024. He devotes all of his working hours to this business, as it is his only profession and income source.

Employment History
Current Registrations
Advisory Services Network
April 2024 - Present · 2 yrs 6 mos
Previous Registrations
Parallel Advisors, LLC
October 2022 - March 2024 · 1 yr 5 mos
Spire Wealth Management, LLC
March 2020 - April 2022 · 2 yrs 1 mo
Northcoast Asset Management LLC
October 2011 - January 2020 · 8 yrs 3 mos
UBS Financial Services INC.
September 2009 - September 2011 · 2 yrs
State Registrations1 state
AZ
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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