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Andrew Johnsen

Waterloo Capital
11 Years of Experience
Dallas, TX
May Earn CommissionSells Insurance
View SEC Summary
View SEC Summary

Andrew Johnsen is a registered investment advisor at Waterloo Capital, based in Dallas, TX, with 11 years of industry experience. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 8 more. Their firm serves 2,797 clients with $2.3B in assets under management.

Waterloo Capital
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
56 advisors
Number of Clients
2,797 clients
Average Client Portfolio
$808K average
Assets Under Management
$2.3B

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum advisory fee is 2.0% and is negotiable. Sub-adviser or model manager platform fees are charged in addition to the advisory fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2425 Cedar Springs Rd, Dallas, TX, 75201

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Andrew is a limited partner and advisory board member for Self Made Training Facility, a business consultant for Cooper Lucky Consulting, and a general partner for Oro Reserve short-term exotic car rentals. Andrew is also an independent insurance agent for Elite Producers Group, selling life insurance and management services.

Employment History
Current Registrations
Waterloo Capital
February 2023 - Present · 3 yrs 8 mos
Previous Registrations
Titleist Asset Management, LTD.
July 2020 - March 2023 · 2 yrs 8 mos
Titleist Capital, LLCBroker
July 2020 - March 2023 · 2 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2015 - July 2020 · 5 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2014 - July 2020 · 5 yrs 8 mos
State Registrations1 state
TX
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.
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