Andrew Carrillo
Andrew Carrillo is a CFP-designated registered investment advisor at Barnett Capital Advisors LLC, based in Miami, FL, 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 Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 230 clients with $120M 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 $250K | 2.75% |
| $250K - $1.0M | 2.50% |
| $1M+ | 2.00% |
All advisory fees are negotiable. Assets held by Interactive Brokers have management fees calculated based on an average daily balance and are paid either monthly or quarterly in arrears.
Fee Estimator
Location
444 Brickell Ave, Suite 820, Miami, FL, 33131
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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 ActivitiesSells Insurance
Andrew is a licensed insurance agent and managing member of Barnett Capital Insurance, LLC, receiving commissions. He also manages Barnett U.S. Equity Fund LP, a private fund, which presents a conflict of interest.
Employment History
Current Registrations
Barnett Capital Advisors LLC
Previous Registrations
Invest Financial Corporation
Ameriprise Financial Services, INC.
State Registrations1 state
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.