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Andrea Steiner

Consolidated Portfolio Review CORP
17 Years of Experience
Incline Village, NV
1 DisclosureBroker
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Andrea Steiner is a registered investment advisor at Consolidated Portfolio Review CORP, based in Incline Village, NV, with 17 years of industry experience. Andrea is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 6,228 clients with $1.6B in assets under management.

Consolidated Portfolio Review CORP
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
66 advisors
Number of Clients
6,228 clients
Average Client Portfolio
$256K average
Assets Under Management
$1.6B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$90
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K2.50%
$100K - $250K2.25%
$250K - $500K2.00%
$500K - $1.0M1.75%
$1.0M - $2.0M1.50%
$2.0M - $5.0M1.25%
$5.0M - $10.0M1.00%
$10M+0.75%

Shows the tiered billing schedule maximum annual advisory fees. The firm also offers threshold billing, flat percentages, and flat annual fees. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Incline Village, NV

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History

Regulatory History (1)
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Customer Dispute
December 2022
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Andrea is a Managing Director at Sequoia Wealth and Risk Management, which is her DBA for securities business. This activity is investment-related and takes up all of Andrea's time during regular business hours.

Employment History
Current Registrations
Consolidated Portfolio Review CORP
August 2022 - Present · 4 yrs 2 mos
Vanderbilt Securities, LLCBroker
July 2022 - Present · 4 yrs 3 mos
Previous Registrations
Western International Securities
August 2017 - August 2022 · 5 yrs
Western International Securities, INC.Broker
August 2017 - August 2022 · 5 yrs
Financial West GroupBroker
October 2010 - August 2017 · 6 yrs 10 mos
Financial West Group
October 2010 - August 2017 · 6 yrs 10 mos
AXA Advisors, LLCBroker
February 2009 - October 2010 · 1 yr 8 mos
AXA Advisors, LLC
February 2009 - October 2010 · 1 yr 8 mos
State Registrations3 states
CAFLNV
AdvisorBrokerBoth

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.
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