Andrew Bernal is a registered investment advisor at Santander Securities, based in Manalapan, NJ, with 14 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 Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 11,124 clients with $3.1B 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 $50K | 1.30% |
| $50K - $250K | 1.30% |
| $250K - $500K | 1.25% |
| $500K - $1000K | 1.20% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $3.0M | 1.10% |
| $3.0M - $5.0M | 1.08% |
| $5.0M - $10.0M | 1.03% |
| $10M+ | 0.94% |
Rates shown are the primary Fund Strategist Programs Standard Rate schedule. Other programs such as Separately Managed Accounts and Unified Managed Accounts have separate fee schedules ranging from 0.70% to 1.40%. Fees may be negotiated on a case-by-case basis. Manager fees (0.15% to 1.00%) are charged separately.
Fee Estimator
Location
345 Union Hill Road, Manalapan, NJ, 07726
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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 →Other Business Activities
Andrew owns rental property in Long Branch, NJ, since 2020. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Santander Securities
Santander Securities LLCBroker
Previous Registrations
Wells Fargo Advisors, LLCBroker
State Registrations18 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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