| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.20% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
7160 Rafael Rivera Way, Suite 220, Las Vegas, NV, 89113
Get directionsAndrew is the CEO and an investment advisor at Whalen Financial, and also works as a fixed insurance agent. He is also involved with Whalen & Associate Insurance Services, Inc., The Whalen Group Inc. (a tax preparation and bookkeeping service), Whalen Private Wealth, and CWM Publishing.