Andrew Riddle is a registered investment advisor at Everwealth, based in Tulsa, OK, with 16 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 98 clients with $70M 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 $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $10.0M | 0.70% |
| $10M+ | 0.70% |
Fees negotiable for accounts over $10,000,000.
Fee Estimator
Location
4200 East Skelly Drive, Suite 350, Tulsa, OK, 74135
Get directionsHistory
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 producer, spending minimal time on this activity. He receives commissions from the sale of insurance products, which are not investment-related.
Employment History
Current Registrations
Everwealth
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.