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CFP
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CFP

Andrew Toering

Qm Advisors LLC
20 Years of Experience
Peachtree City, GA
1 Disclosure
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Andrew Toering is a CFP-designated registered investment advisor at Qm Advisors LLC, based in Peachtree City, GA, with 20 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, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 161 clients with $140M in assets under management.

Qm Advisors LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
161 clients
Average Client Portfolio
$870K average
Assets Under Management
$140.1M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees are negotiable up to a maximum of 1.50% annually.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Peachtree City, GA

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History

Regulatory History (1)
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Financial
November 2017
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Qm Advisors LLC
November 2019 - Present · 6 yrs 11 mos
Previous Registrations
LPL Financial LLCBroker
February 2018 - November 2019 · 1 yr 9 mos
LPL Financial LLC
February 2018 - November 2019 · 1 yr 9 mos
Invest Financial Corporation
November 2015 - February 2018 · 2 yrs 3 mos
Invest Financial CorporationBroker
November 2015 - February 2018 · 2 yrs 3 mos
Wells Fargo Advisors, LLC
March 2011 - November 2015 · 4 yrs 8 mos
Wells Fargo Advisors, LLCBroker
February 2011 - November 2015 · 4 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2006 - March 2011 · 4 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2006 - March 2011 · 5 yrs
State Registrations2 states
GATX
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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