Andrew Macleod
Andrew Macleod is a registered investment advisor at Citizens Securities, INC., based in Johnston, RI, with 12 years of industry experience. Andrew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 60,545 clients with $13B 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 $250K | 1.35% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.13% |
| $1.0M - $2.0M | 1.08% |
| $2.0M - $5.0M | 1.03% |
| $5M+ | 0.98% |
Schedule reflects fees for the Advisory Connect program. Other managed account programs charge an advisor fee up to 2%, plus platform and manager fees.
Fee Estimator
Location
1 Citizens Bank Way, Johnston, RI, 02919
Get directionsHistory
Regulatory History (1)
Financial
October 2023Employment History
Current Registrations
Citizens Securities, INC.
Citizens Securities, INC.Broker
Previous Registrations
Cetera Financial Specialists LLCBroker
Cetera Investment Services LLCBroker
Cetera Advisors LLCBroker
First Allied Securities, INC.Broker
Cetera Advisor Networks LLCBroker
Voya Financial Advisors, INC.Broker
Directed 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.
Exams
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