Andrew Almeida is a CFA, CFP-designated registered investment advisor at Xypn Sapphire, based in Sayville, NY, with 11 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Socially Responsible Investing. Their firm serves 796 clients with $1.3B 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 $5.0M | 0.35% |
| $5.0M - $25.0M | 0.30% |
| $25M+ | 0.25% |
Fees apply to clients of advisors who are current members of XY Planning Network. Members who terminate their network membership experience a 0.05% fee increase. Fees may be negotiable based on anticipated future asset growth and account composition.
Fee Estimator
Location
Sayville, NY
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Regulatory History (1)
Judgment / Lien
August 2024Employment History
Current Registrations
Xypn Sapphire
Previous Registrations
Go Cio
Go Cio
Goalvest Advisory LLC
City National Rochdale
Rim Securities LLCBroker
Advisors Asset Management, INC.
Advisors Asset Management, INC.Broker
Oppenheimer & CO. INC.Broker
Chase Investment Services CORP.Broker
Gunnallen Financial, INCBroker
State Registrations2 states
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