Andrew Yee is a CFP-designated registered investment advisor at Barnes Pettey Financial Advisors, LLC, based in Oxford, MS, with 19 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 3,303 clients with $1.3B 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 $1.0M | 1.25% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $5.0M | 0.95% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.65% |
Fees are negotiable based on the size and complexity of the relationship. The rate for the highest tier achieved applies to all managed assets.
Fee Estimator
Location
Oxford, MS
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Andrew is the owner of Andrew C. Yee, LLC, a support company, dedicating minimal time to it. He also works as a financial advisor for Barnes Pettey Financial Advisors and Barnes Pettey Financial Advisors, LLC, spending about half his time on each.
Employment History
Current Registrations
Barnes Pettey Financial Advisors, LLC
Previous Registrations
Raymond James Financial Services, INC.Broker
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.
Exams
More Advisors
- Richard Devoe, CFPBarnes Pettey Financial Advisors, LLC
- James Langley, CFPEdward Jones
- Gary Wilson, CFAHardy Reed, LLC
- Joseph Simpson, CFPEversource Wealth Advisors, LLC
- Thomas Davis, ChFCState Farm Investment Management CORP.
- William Bell, CFPMML Investors Services, LLC