Andrew Endelman is a registered investment advisor at Independent Wealth Network, INC., based in Urbandale, IA, with 10 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, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,460 clients with $520M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Management fees are negotiated directly with your investment advisor representative, ranging from a minimum firm program fee of 0.10% up to a maximum of 2.50% per year based on the average daily value of eligible assets.
Fee Estimator
Location
2350 NW 128th St, Urbandale, IA, 50323
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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 Activities
Andrew is a board member for Villas of Ashworth Glen Homeowners Association, taking minimal time. He also owns commercial real estate and a golf simulator business, spending a few hours per week on each.
Employment History
Current Registrations
Independent Wealth Network, INC.
Previous Registrations
Investment Advisors CORP
State Registrations36 states
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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