Andrew Le is a CFA-designated registered investment advisor at Investable, based in Oakwood, OH, with 9 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 81 clients with $360K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investable Wealth Management charges a flat monthly fee for advisory services. The maximum monthly fee is $4.95. For accounts with a balance of less than $200, Investable generally does not charge any monthly fees. Investment fees for Covered Employees are fully paid by the employer; therefore, clients that are Covered Employees do not pay Investable any investment advisory fees.
Location
Oakwood, OH
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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 →Employment History
Current Registrations
Investable
Previous Registrations
Geneva Advisors, LLC
Whv Investments, INC.
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.