Andrew Jabro is a registered investment advisor at Dahring | Cusmano and Associates, based in Novi, 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 Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 884 clients with $780M 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 $250K | 2.00% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.5M | 2.00% |
| $2.5M - $5.0M | 2.00% |
| $5M+ | 2.00% |
The advisory fee percentage charged may be up to 2.0% annually. The firm uses a tiered schedule where the highest tier reached applies to all assets. Fees are negotiable.
Fee Estimator
Location
26200 Town Center Dr., Suite 100, Novi, MI, 48375
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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 is a salaried employee, IAR, at Dahring Cumsano and Associates since April 2024, dedicating full-time hours to servicing RIA clients and prospects. Most of his time is spent on trading activities.
Employment History
Current Registrations
Dahring | Cusmano and Associates
Previous Registrations
Next Financial Group, INC.
Flexible Plan Investments LTD
Citizens Investment Services
Citizens Securities, INC.Broker
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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