André Small is a CFP-designated registered investment advisor at A Small Investment, based in Houston, TX, with 6 years of industry experience. André operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 5 more.
Compensation
Firm Size
IM Fee
Fee Structure
For ongoing financial planning, A Small Investment charges an initial fee up to $3,000 for individuals and families and up to $10,000 for business owners to create a financial plan. There is also a recurring monthly fee ranging from $150 to $250 for individuals and families and up to $833.33 for business owners. The fee depends on the client's needs and the complexity of their situation.
For project-based financial planning, A Small Investment charges a fixed fee between $1,800 and $3,000 for individuals and families and up to $10,000 for business owners, or an hourly rate of $250. The fee depends on the client's needs and the complexity of their situation.
Contact
André Small
Location
250 Assay Street, Suite 300-380, Houston, TX, 77044
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
A Small Investment
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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