John Andrews
John Andrews is a registered investment advisor at Advisor Resource Council, based in Dallas, TX, with 19 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 11,572 clients with $3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Advisor Resource Council offers investment management services with fees based on a percentage of your portfolio. There are two fee schedules:
Wrap Fee Program:
- A flat 2.50% annual fee is charged on all assets under management.
Traditional Asset Management:
- A flat 2.25% annual fee is charged on all assets under management.
Fees are billed quarterly in advance. The firm also offers actively managed investment strategies, including AIQ Asset Allocation Models, AIQ SMA and UMA Strategies, and ARC Innovative Solutions, which are only available in the Wrap Fee Program.
Location
15110 Dallas Parkway, Suite 500, Dallas, TX, 75248
Get directionsHistory
Regulatory History (2)
Financial
March 2024Financial
February 2024Other Business Activities
John operates his LPL business under the DBA 360 Wealth Planners LLC and provides investment advisory services through Advisor Resource Council. These activities are investment-related and take up nearly all of John's time.
Employment History
Current Registrations
Advisor Resource Council
LPL Financial LLCBroker
Previous Registrations
Calamos Advisors LLC
Calamos Financial Services LLCBroker
Guggenheim Investments
Guggenheim Funds Distributors, LLCBroker
Allianz Global Investors Distributors LLCBroker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations3 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.