AK
CFP
AK
CFP

Andrew King

15 Years of Experience
Minneapolis, MN
Broker

Andrew King is a CFP-designated registered investment advisor at Riverbridge, based in Minneapolis, MN, with 15 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 4,421 clients with $6.9B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
13 advisors
Number of Clients
4,421 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$6.9B

Fee Structure

Minimum Investment:$2M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees may be lower based on various factors, including institutional clients, anticipated future assets, dollar amount of assets, related accounts, account composition, and negotiations.

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

80 South Eighth Street, Suite 1500, Minneapolis, MN, 55402

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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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Other Business Activities

Andrew works full-time as Director of Relationship Management at Riverbridge Partners, LLC, an investment management firm. He is also a registered representative of IMST Distributors, LLC, and a board member for TreeHouse Youth, dedicating a few hours per week to the non-profit.

Employment History
Current Registrations
Riverbridge
January 2014 - Present · 12 yrs 4 mos
Imst Distributors, LLCBroker
October 2013 - Present · 12 yrs 7 mos
Previous Registrations
Fsc Securities CorporationBroker
June 2011 - October 2012 · 1 yr 4 mos
Northwestern Mutual Investment Services, LLCBroker
November 2009 - October 2012 · 2 yrs 11 mos
State Registrations51 states
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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.