Andrew Brown
Andrew Brown is a registered investment advisor at West Coast Capital Management, LLC, based in Gilbert, AZ, with 14 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 78 clients with $17M 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 $100K | 1.95% |
| $100K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are negotiable. If third-party firms are used to manage accounts, the maximum annual fee third-party money firms charge ranges from 0.25% to 0.75%, for our asset management service. Asset management fees will not exceed 2.00%.
Fee Estimator
Location
1176 E Warner Rd Suite 218, Gilbert, AZ, 85296
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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 ActivitiesSells Insurance
Andrew is a sole proprietor at Brown Legacy & Associates, an insurance/planning business, dedicating more than half of his time. He is also the CEO of MedicarePro, focusing on code development, customer service, team management, and deployment oversight.
Employment History
Current Registrations
West Coast Capital Management, LLC
State Registrations1 state
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.