Andrew Reynolds is a CFP-designated registered investment advisor at Ballast, INC., based in Lexington, KY, 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 Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 476 clients with $750M 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 $100K | 1.75% |
| $100K - $250K | 1.60% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.35% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.15% |
| $5M+ | 1.15% |
Fees negotiable for accounts over $5,000,000.01.
Fee Estimator
Location
400 East Vine St, Suite 400, Lexington, KY, 40507
Get directionsHistory
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Andrew is a board member for the Blue Grass Community Foundation, sells hay at Three Fillies Farm, is a volunteer endowment committee member for the Cathedral of Christ The King, and a volunteer council member for the University of Kentucky MBA Advisory Council. He also sells life, disability, and long-term care insurance, owns investment properties through Four Foals Realty LLC, and is a silent investor in Hat Creek Racing Co XI, LLC.
Employment History
Current Registrations
Ballast, INC.
Previous Registrations
Apw Capital, INC.Broker
LPL Financial Corporation
LPL Financial CorporationBroker
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.