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Andrew Nida

11 Years of Experience
Cartersville, GA
Sells Insurance

Andrew Nida is a registered investment advisor at Asset Management Group, based in Cartersville, GA, 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 Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 378 clients with $160M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
378 clients
Average Client Portfolio
$412K average
Assets Under Management
$155.7M

Fee Structure

Minimum Investment:$250K

AMG Asset Management Group charges up to 1.85% of your portfolio annually for investment management. This fee includes AMG's management fee and sub-advisory fees. The fee is deducted monthly from your account. An additional $75 annual fee is charged for households with less than $100,000 on the advisory platform.

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Location

102 North Bartow Street, Ste 100, Cartersville, GA, 30120

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Andrew is the President/CEO of Senior Care Solutions, selling health insurance for seniors, dedicating about 10-20% of his time. He is also the President/Agent of Andrew Nida, LLA, an insurance agency, and an Investment Adviser Representative for both Foundations Investment Advisors LLC and Asset Management Group, spending about half his time on each.

Employment History
Current Registrations
Asset Management Group
May 2022 - Present · 4 yrs
Previous Registrations
Foundations Investment Advisors LLC
May 2016 - August 2022 · 6 yrs 3 mos
Esi Financial Advisors
April 2015 - May 2016 · 1 yr 1 mo
Equity Services, INC.Broker
March 2015 - May 2016 · 1 yr 2 mos
LPL Financial LLC
February 2015 - April 2015 · 2 mos
LPL Financial LLCBroker
June 2014 - April 2015 · 10 mos
State Registrations3 states
GALATX
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.