Andrew Feldman is a CFP-designated registered investment advisor at A J Feldman Financial, LLC, based in Deerfield, IL, 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 Athletes & Entertainers, Business Owners, Charitable Giving, Education Planning, and 6 more. Their firm serves 140 clients with $140M 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 $100K | 1.50% |
| $100K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.90% |
| $5M+ | 0.90% |
Fees for accounts over $5,000,000 are negotiable.
Fee Estimator
Contact
Andrew Feldman
Location
Deerfield, IL
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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 a part owner of Gemshares, LLC, dedicating a few hours per week to this activity.
Employment History
Current Registrations
A J Feldman Financial, LLC
Previous Registrations
Mesirow Financial Investment Management, INC.
Mesirow Financial, INC.
Commonwealth Financial Network
State Registrations5 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
Additional Information
Andrew is currently on the board of directors ofCenter for Independent Futures, a non-profit in Evanston, Illinois that helps young adults with disabilities have access to opportunities to lead a full life. He is on the Investment Committee ofThe SamFund, a non-profit that assists cancer survivors in the United States between the ages of 17 and 35 with their transition into a successful post-treatment life. He is also a member of the Board of Governors of the Midwest Region for the State of Israel Bonds, a member ofNAPFAand a supporting member of theAssociation for Practical and Professional Ethics. Andrew and his wife live in Chicago where they enjoy cooking, traveling and Chicago sports.
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