Andrew Jones
Andrew Jones is a CFP-designated registered investment advisor at Jones Gregg Financial, LLC, based in Charlotte, NC, 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 Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 122 clients with $72M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
Fees are negotiable. Some fees are charged in advance at the beginning of the quarter/month in which the services are to be provided, while others are charged in arrears.
Fee Estimator
Location
6733 D Fairview Road, Charlotte, NC, 28210
Get directionsHistory
Regulatory History (1)
Criminal
November 1995Other Business ActivitiesSells Insurance
Andrew is a licensed insurance agent since 2022, dedicating a few hours per week to this activity. He is also the managing member of HWHL, LLC, a real estate holding company, spending minimal time on this venture since 2018.
Employment History
Current Registrations
Jones Gregg Financial, LLC
Previous Registrations
Bts Asset Management, INC.
State Registrations2 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.