Andrea Sefler is a CFA-designated registered investment advisor at Broyhill Asset Management, LLC, based in Charlotte, NC, with 7 years of industry experience. Andrea operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include 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
Broyhill Asset Management (BAM) offers investment management services for separately managed accounts (SMAs). The annual advisory fee is negotiable, but generally:
- Accounts with total assets under management of more than $1,000,000 are charged 1.0% of assets per year, calculated and paid quarterly.
- Accounts with total assets under management of less than $1,000,000 are charged 1.5% of assets per year, calculated and paid quarterly.
BAM also receives fees from Turnkey Asset Management (TAMP) platforms based on assets under advisement with a given TAMP platform.
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.
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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
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