Andrew Cialek is a CFP, ChFC-designated registered investment advisor at Principle Wealth, based in Madison, CT, with 6 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 1,210 clients with $3.2B 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 | 1.25% |
Fees are up to 1.25% annually and are negotiable at the discretion of Principle Wealth Partners based on asset size, scope of work, and account complexity. Minimum annual fee of $5,000 applies.
Fee Estimator
Location
48 Wall Street, Madison, CT, 06443
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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 serves on the board of directors for The Madison Foundation and coaches for the Shoreline Spartans Rugby Football Club. These activities are not investment-related.
Employment History
Current Registrations
Principle Wealth
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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