Andrew Kern is a registered investment advisor at Oasis Advisors, based in Columbia, MO, with 1 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Business Owners, Education Planning, Estate Planning, and 7 more. Their firm serves 5,051 clients with $280M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
22 advisors
Number of Clients
5,051 clients
Average Client Portfolio
$55K average
Assets Under Management
$277.7M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.35% |
| $500K - $1.5M | 1.20% |
| $1.5M - $5.0M | 1.05% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.90% |
Fees are customizable once an account reaches $10,000,000. Fees are paid monthly in arrears.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Columbia, MO
Get directionsHistory
Regulatory History (1)
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Regulatory
April 2008Final
Employment History
Current Registrations
Oasis Advisors
August 2026 - Present · 2 mos
Previous Registrations
Empirical Finance, LLC
September 2010 - February 2011 · 5 mos
Kern Asset Management INC
June 2007 - July 2008 · 1 yr 1 mo
State Registrations1 state
IA
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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