Andrew Factor
Andrew Factor is a registered investment advisor at Clearview Financial Partners, based in Radnor, PA, with 13 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 669 clients with $1.1B 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 | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $4.0M | 0.90% |
| $4.0M - $5.0M | 0.80% |
| $5M+ | 0.80% |
Fees negotiable for accounts over $5,000,000. There is generally an additional 0.10% fee for a wrap fee account.
Fee Estimator
Location
100 Matsonford Road, Building #5, Suite 110, Radnor, PA, 19087
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 sells non-variable insurance products through Andrew Factor Insurance, dedicating about 10% of his time to this activity. He also provides investment advisory services through Clearview Financial Partners, LLC and operates Clearview Financial Partners as a DBA for his LPL business, dedicating full-time hours to these activities.
Employment History
Current Registrations
Clearview Financial Partners
Previous Registrations
The Wharton Advisory Group, LLC
LPL Financial LLCBroker
MML Investors Services, LLCBroker
State Registrations1 state
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.