Andrew Domeyer is a CFP-designated registered investment advisor at Cliftonlarsonallen Wealth Advisors, LLC, based in Minneapolis, MN, with 12 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 7,010 clients with $13B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
94 advisors
Number of Clients
7,010 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$13.3B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.10%
$2.0M - $5.0M0.75%
$5.0M - $10.0M0.50%
$10M+0.40%

Fees charged quarterly in advance. Separate fees may be charged for financial planning update services, as well as other services. Fees may be individually negotiated.

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

220 S. Sixth Street, Suite 300, Minneapolis, MN, 55402-4505

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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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Employment History
Current Registrations
Cliftonlarsonallen Wealth Advisors, LLC
January 2014 - Present · 12 yrs 3 mos
State Registrations6 states
AZFLIAMNTXWI
Advisor

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Exams
No exam information available for this advisor.