Andrew Wilson
Andrew Wilson is a registered investment advisor at Bankers Life Advisory Services, INC., based in San Antonio, TX, with 19 years of industry experience. Andrew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 14,314 clients with $2.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees range from 0.50% to 2.50% annually and are negotiable based on portfolio size and other business considerations.
Fee Estimator
Location
9830 Colonnade Blvd Ste 250, San Antonio, TX, 78230
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2018Other Business ActivitiesSells Insurance
Andrew is an insurance agent and unit sales manager for Bankers Life & Casualty since 1999, selling and servicing non-variable insurance products, and recruiting, training, and managing insurance agents. This is a full-time commitment for Andrew.
Employment History
Current Registrations
Bankers Life Advisory Services, INC.
Bankers Life Securities, INC.Broker
Previous Registrations
Proequities, INC.Broker
Uvest Financial Services Group, INC.Broker
State Registrations31 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
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