Andrew Arroyo
Andrew Arroyo is a registered investment advisor at Andrew Arroyo Investments, LLC, based in San Diego, CA, with 15 years of industry experience. Their practice areas include Investment Management. Their firm serves 1 clients with $500K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AAI Advisors offers investment advisory services for a percentage of the total value of your investments. The management fee is between 0.1% and 2.0% per year, calculated and paid quarterly in advance. The management fee is negotiable and determined by separate agreement with each client. AAI also charges performance fees, which are a percentage of the net profits of the client's account, in addition to the management fee. The performance fee is between 0% and 20% and is negotiable. AAI requires a minimum account balance of $200,000.
Location
12636 High Bluff Rd. Suite 400, San Diego, CA, 92130
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 Activities
Andrew owns and operates Andrew Arroyo Real Estate, Inc., a residential real estate agency, dedicating about a quarter of his time. He is also the principal of the managing member of San Diego Foreclosure Fund, LLC, and the principal of the general partner of Flexibility Fund L.P., both real estate and securities investment funds, spending about 10-20% of his time on the former and about a quarter of his time on the latter.
Employment History
Current Registrations
Andrew Arroyo Investments, LLC
Previous Registrations
Andrew Arroyo Investments, LLC
Andrew Arroyo Investments, LLC
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.