Andrew Huber is a registered investment advisor at Magnolia Wealth, based in Spring, TX, 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 Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 155 clients with $100M 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 $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Fees are billed monthly in arrears based on average daily balance. Magnolia Wealth may lower or negotiate fees based on historical relationships, account composition, and asset amounts.
Fee Estimator
Location
8900 Eastloch Dr., Bldg 105, Spring, TX, 77379
Get directionsHistory
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 receives commissions on insurance and annuity products directly from insurance companies. He recently obtained certification as an accountant/enrolled agent but currently does not charge for tax preparation or filing services.
Employment History
Current Registrations
Magnolia Wealth
Previous Registrations
Teamwork Financial Advisors, LLC
LPL Financial LLCBroker
Intrua Financial
First Command Advisory Services
First Command Financial Planning, INC.
First Command Financial Planning, INC.Broker
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.
Exams
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