AN
CFA
AN
CFA

Andrew Nigh

3 Years of Experience
Chicago, IL

Andrew Nigh is a CFA-designated registered investment advisor at Embree Financial Group, based in Chicago, IL, with 3 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 936 clients with $2.6B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
13 advisors
Number of Clients
936 clients
Average Client Portfolio
$2.8M average
Assets Under Management
$2.6B

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

The maximum fee charged is 1.50% per year. Fees are negotiable based on the level of services provided and amount of assets involved.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

440 N Wells St, Suite 530, Chicago, IL, 60654

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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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Employment History
Current Registrations
Embree Financial Group
September 2024 - Present · 2 yrs 1 mo
Previous Registrations
Frontegra Strategies, LLCBroker
January 2021 - April 2022 · 1 yr 3 mos
State Registrations1 state
IL
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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