AJ
AJ

Andre Jean-Pierre

14 Years of Experience
New York, NY

Andre Jean-Pierre is a registered investment advisor at Aces Advisors, based in New York, NY, with 14 years of industry experience. Andre 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 19 clients with $1.3M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
19 clients
Average Client Portfolio
$66K average
Assets Under Management
$1.3M

Fee Structure

Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $300K2.40%
$300K - $1.0M1.20%
$1.0M - $3.0M1.00%
$3M+0.60%

Fees are negotiable. There is a minimum account fee of $5,000.

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

99 Wall Street, Ste 3311, New York, NY, 10005

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Andre owns a visual art company that delivers pictures and videos to clients and is a contributor for Forbes Magazine, creating educational and opinion-based articles and videos. He dedicates minimal time to the visual art company and about 10-20% of his time to Forbes.

Employment History
Current Registrations
Aces Advisors
July 2021 - Present · 4 yrs 10 mos
Previous Registrations
Woodbury Financial Services, INC.
February 2020 - July 2021 · 1 yr 5 mos
Woodbury Financial Services, INC.Broker
February 2020 - July 2021 · 1 yr 5 mos
Morgan Stanley
April 2012 - March 2019 · 6 yrs 11 mos
Morgan StanleyBroker
April 2012 - March 2019 · 6 yrs 11 mos
Securian Financial Services, INC.
April 2011 - September 2011 · 5 mos
Securian Financial Services, INC.Broker
December 2010 - September 2011 · 9 mos
Fordham Financial Management, INC.Broker
May 2010 - October 2010 · 5 mos
State Registrations2 states
NJNY
Advisor

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.