Andrew Constantinides
Andrew Constantinides is a registered investment advisor at Neil Jesani Wealth Management, based in Sunrise, FL, 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 Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 69 clients with $130M 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 may be negotiable. A fixed annual management fee of up to 1.80% may be charged in certain circumstances. In the aggregate, the annual asset-based fees for the sub-advisory account strategy may be as high as 2.425%.
Fee Estimator
Location
1301 International Parkway, Suite 550, Sunrise, FL, 33323
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 Registrations6 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.