Andrew Balkam is a registered investment advisor at Canny Capital Management, LLC, based in Brookyln, NY, with 11 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. Their firm serves 18 clients with $3.7M 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 $2.0M | 2.00% |
| $2M+ | 1.50% |
Fees are negotiable.
Fee Estimator
Location
Brookyln, NY
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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 works part-time with Assured Research, LLC, an insurance research firm, since 2012. This work is not investment-related and takes minimal time.
Employment History
Current Registrations
Canny Capital Management, LLC
State Registrations2 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.