Andrew Burquest is a CFA-designated registered investment advisor at Njord Capital, LLC, based in Charlotte, NC, with 14 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, Investment Management, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The investment advisory fee on assets under management ranges from 0.50% per annum to 2.00% per annum depending on the type and complexity of the investment management strategy employed, and the size of the account or overall client relationship. Investment Advisory fees may be reduced or waived for directors, officers, and employees of Njord, as well as family members or accounts with 100% cash at the discretion of management. Njord may negotiate these fees at its sole discretion.
Fee Estimator
Location
Charlotte, NC
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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.
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Andrew is in the US Army Reserve, dedicating minimal time per week. He is also a court-appointed guardian for his mother-in-law and a managing partner and principal at Njord Capital, an outside RIA providing investment advisory, financial planning, and private fund management, taking nearly full-time hours.
Employment History
Current Registrations
Njord Capital, LLC
Realta Equities, INC.Broker
Previous Registrations
Njord Capital, LLC
Innovation Partners LLCBroker
Sparta Wealth Partners
J. Alden Associates, INC.Broker
Alden Capital
Tiaa-Cref Individual & Institutional Services, LLCBroker
Advice and Planning Services
LPL Financial Corporation
LPL Financial CorporationBroker
State Registrations4 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.