Andrew Shibley is a CFP-designated registered investment advisor at Afton Advisors, LLC, based in Portage, MI, with 7 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 177 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Afton Advisors offers a combined financial planning and investment management service for an annual fee of $8,000, paid quarterly. This fee may be reduced if Afton Advisors does not directly manage the client's account. Clients using outside managers will pay a separate fee to the outside manager, in addition to Afton Advisors' fee.
Location
Portage, MI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Afton Advisors, LLC
Previous Registrations
Raymond James Financial Services, INC.Broker
Sagespring Wealth Partners
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
State Registrations3 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.