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Andrew Mcallister

Boca Raton, FL

Andrew Mcallister is a registered investment advisor at Orrery Invest, based in Boca Raton, FL. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Real Estate Investing.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Investment management only (planning not offered)

Orrery Invest charges an annual management fee of 1.50% to 2.00% of the committed capital (assets under management), calculated and payable quarterly. This fee is negotiable, and some investors may receive a lower fee based on the size or timing of their investment. Orrery Invest may also receive carried interest, a performance-based fee, if the fund exceeds a specified return (Hurdle Rate).

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Location

6501 Park of Commerce Blvd, 2nd Floor, Boca Raton, FL, 33487

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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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Employment History
Current Registrations
Orrery Invest
April 2025 - Present · 1 yr 1 mo
State Registrations1 state
FL
Advisor

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
No exam information available for this advisor.
Andrew Mcallister - Financial Advisor | TrueAdvisor