Andrew Vandehey
Andrew Vandehey is a CFP-designated registered investment advisor at Principal Securities, INC., based in Kaukauna, WI, with 15 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 Investment Management, Retirement Planning. Their firm serves 51,941 clients with $17B 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 $150K | 1.75% |
| $150K - $250K | 1.75% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.20% |
| $1M+ | 1.10% |
Fees are negotiable and collected quarterly in arrears. Schedule reflects the SEI Managed Account Solutions program maximum fees. Other programs utilize promoter fees ranging from 0.07% to 1.50% or asset-based fees up to 1.95%.
Fee Estimator
Location
311 E Ann St, Ste 2, Kaukauna, WI, 54130
Get directionsHistory
Regulatory History (1)
Criminal
January 2007Other Business ActivitiesSells Insurance
Andrew is an assistant track & field coach at Kaukauna High School since 2013, and an insurance agent since 2019 selling fixed annuities, LTC, LI group benefits, health, DI, and medical insurance, dedicating about 10-20% of his time. Andrew also owns real estate through JAGGS, LLC, which he rents to his business, spending minimal time on this activity.
Employment History
Current Registrations
Principal Securities, INC.
Principal Securities, INC.Broker
State Registrations12 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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