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Andrew Mccrosson

Mutual of Omaha Investor Services, INC.
16 Years of Experience
Bluffton, SC
BrokerSells Insurance
View SEC Summary
View SEC Summary

Andrew Mccrosson is a ChFC-designated registered investment advisor at Mutual of Omaha Investor Services, INC., based in Bluffton, SC, with 16 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 Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 7,025 clients with $32M in assets under management.

Mutual of Omaha Investor Services, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
282 advisors
Number of Clients
7,025 clients
Average Client Portfolio
$5K average
Assets Under Management
$32.0M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Fees vary by program and advisor. Managed accounts cap at 1.25% for most programs, while accounts managed directly by a company advisor cap at 2.25%.

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

7 Arley Way, Suite 202B, Bluffton, SC, 29910

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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 ActivitiesSells Insurance

Andrew is an insurance agent since 2008, selling various insurance products including life, long-term care, disability, annuities, health, property, and casualty insurance, dedicating nearly full-time hours to this. He is also the president of AMGIN, Inc. d.b.a. "Redeeming Financial Arts" and participates in the Mutual of Omaha Mortgage Leads Program.

Employment History
Current Registrations
Mutual of Omaha Investor Services, INC.
August 2011 - Present · 15 yrs 2 mos
Mutual of Omaha Investor Services, INC.Broker
September 2010 - Present · 16 yrs 1 mo
State Registrations2 states
GASC
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.
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