Stacey Andres
Stacey Andres is a registered investment advisor at Optivise Advisory Services LLC, based in Spring Hill, TN, with 12 years of industry experience. Stacey 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, High Net Worth, and 4 more. Their firm serves 1,233 clients with $290M 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 | 1.95% |
Maximum annualized fee is 1.80% for non-options-based accounts and 1.95% for options-based accounts. Fees are negotiable.
Fee Estimator
Location
Spring Hill, TN
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2018Other Business ActivitiesSells Insurance
Stacey is the President, insurance agent, and financial planner at Anchor Financial, Insurance Services and College Planning since 2013, dedicating full-time hours. Stacey also volunteers at Church of the City, providing security and safety services.
Employment History
Current Registrations
Optivise Advisory Services LLC
Previous Registrations
Optivise Advisory Services LLC
Virtue Capital Management, LLC
First American National Investment Advisors, LLC
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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