Andrew Constantinides
Andrew Constantinides is a CFP-designated registered investment advisor at Neil Jesani Wealth Management, based in Delray Beach, FL, with 17 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 95 clients with $190M 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 $1.0M | 1.80% |
| $1.0M - $3.0M | 1.70% |
| $3.0M - $6.0M | 1.60% |
| $6.0M - $25.0M | 1.50% |
| $25M+ | 1.20% |
Fees are negotiable at the sole discretion of the advisor. In limited circumstances, a fixed annual management fee of up to 1.80% may be charged.
Fee Estimator
Location
301 W Atlantic Ave, Suite 0-5, Delray Beach, FL, 33444
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2018Customer Dispute
April 2018Other Business ActivitiesSells Insurance
Andrew is an independent insurance producer for various insurance companies since 2019, dedicating minimal time to this activity. He is also a senior financial advisor for a tax and accounting business, but spends no time on it beyond payroll and benefits.
Employment History
Current Registrations
Neil Jesani Wealth Management
Previous Registrations
Singer Wealth Advisors LLC
Singer Wealth Advisors INC.
Westpark Capital, INC.Broker
I-Bankers Direct, LLCBroker
I-Bankers Securities, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Dawson James Securities, INC.Broker
State Registrations2 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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