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Andrew Perry

Foundations Investment Advisors LLC
13 Years of Experience
Denver, CO
Sells Insurance
View SEC Summary
View SEC Summary

Andrew Perry is a registered investment advisor at Foundations Investment Advisors LLC, based in Denver, CO, with 13 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Federal Employees, and 6 more. Their firm serves 29,663 clients with $10B in assets under management.

Foundations Investment Advisors LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
297 advisors
Number of Clients
29,663 clients
Average Client Portfolio
$340K average
Assets Under Management
$10.1B

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual advisory fee is 2.00%. Fees are negotiable. Accounts with more than three investment strategies incur an additional $15 annual fee per extra strategy, and all accounts pay a $50 annual administrative and technology fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4725 S Monaco St, Suite 110, Denver, CO, 80237

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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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Other Business ActivitiesSells Insurance

Andrew is an insurance agent selling fixed insurance and annuities since May 2023. This activity takes nearly full-time hours.

Employment History
Current Registrations
Foundations Investment Advisors LLC
April 2023 - Present · 3 yrs 6 mos
Previous Registrations
Edgerock Wealth Management
November 2021 - April 2023 · 1 yr 5 mos
Securian Financial Services, INC.Broker
August 2020 - October 2021 · 1 yr 2 mos
Securian Financial Services, INC.
August 2020 - October 2021 · 1 yr 2 mos
Personal Capital Advisors Corporation
March 2019 - August 2020 · 1 yr 5 mos
LPL Financial LLC
February 2018 - March 2019 · 1 yr 1 mo
LPL Financial LLCBroker
February 2018 - March 2019 · 1 yr 1 mo
Invest Financial Corporation
June 2012 - February 2018 · 5 yrs 8 mos
Invest Financial CorporationBroker
April 2012 - February 2018 · 5 yrs 10 mos
State Registrations2 states
COSC
Advisor

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
No exam information available for this advisor.
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