Andrea Sefler is a CFA-designated registered investment advisor at Broyhill Asset Management, LLC, based in Charlotte, NC, with 8 years of industry experience. Andrea operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 91 clients with $200M 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 $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable. Private funds have separate fee schedules involving management fees and performance allocations.
Fee Estimator
Location
601 South Cedar St., Suite 200, Charlotte, NC, 28202
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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
Andrea works as a research associate for BMC Fund, Inc., a registered investment company, since 2018. She dedicates about a quarter of her time during trading hours and minimal time outside trading hours to investment research, deriving 75% of her yearly compensation from this business.
Employment History
Current Registrations
Broyhill Asset Management, LLC
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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