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Andrew Lee Mayer

8 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningHigh Net WorthCharitable GivingSocially Responsible Investing
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
61 advisors
Number of Clients
3,430 clients
Average Client Portfolio
$973K average
Assets Under Management
$3.3B

Fee Structure

Minimum Investment:$500
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Location

2632 S 11th St, Kalamazoo, MI, 49006

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Andrew is an advisory representative of a RIA, dedicating a few hours per week. He also works as an operations manager for a financial advisor, taking nearly full-time. Additionally, Andrew is a member of the finance committee at Agape Christian Church, spending minimal time, and works as an IAR under a DBA name, dedicating full-time.

Employment History
Current Registrations
Cx Institutional, LLC
September 2025 - Present · 5 mos
Previous Registrations
Cambridge Investment Research Advisors, INC.
January 2018 - September 2025 · 7 yrs 8 mos
Cambridge Investment Research, INC.Broker
July 2017 - September 2025 · 8 yrs 2 mos
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.
Andrew Lee Mayer - Financial Advisor | TrueAdvisor