Drew Demuth is a CFA-designated registered investment advisor at Mighty Oak Strong America Investment Company, based in Mechanicsburg, PA. Drew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 176 clients with $400M 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 $4.0M | 1.00% |
| $4.0M - $10.0M | 0.95% |
| $10.0M - $25.0M | 0.75% |
| $25M+ | 0.75% |
Fees are negotiable for accounts of $25,000,000 or more. Current and former employees, their family members, and houses of worship are typically not charged.
Fee Estimator
Location
940 Century Drive, Suite B, Mechanicsburg, PA, 17055-4376
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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 →Employment History
Current Registrations
Mighty Oak Strong America Investment Company
State Registrations2 states
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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