Andrew Clement is a CFP-designated registered investment advisor at Alongside Wealth Advisors, LLC, based in Nolensville, TN, 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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 59 clients with $64M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
Portfolio management fees are negotiable. Sub-advisers may charge an additional fee, but the total combined annual advisory fee paid to Alongside Wealth Advisors and paid to a sub-adviser will not exceed 2.0% of assets under management.
Fee Estimator
Location
Nolensville, TN
Get directionsHistory
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 the owner and managing member of Alongside Wealth Advisors, LLC, where he works as Chief Compliance Officer and Investment Adviser Representative, dedicating about half his time to financial planning and advisory services. He is also a licensed CPA since 2011, but currently spends no time on accounting or tax services.
Employment History
Current Registrations
Alongside Wealth Advisors, LLC
Previous Registrations
Northwest Asset Management
Southwestern Investment Advisory Services, LLC
Raymond James Financial Services, INC.Broker
Ronald Blue & CO., LLC
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.