Andrew Fallwell is a CFA, CFP-designated registered investment advisor at Lever Wealth Management, based in Evansville, IN, with 10 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, High Net Worth, Insurance Planning, and 3 more. Their firm serves 36 clients with $50M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lever Wealth Management offers wealth management services that include investment management. The fees are charged monthly in advance and may be negotiable:
- Accumulators: $500 per month
- Pre-Retirees/Retirees: $750 per month
- Net Worth above $5,000,000: $15,000 - $35,000 annual fee, paid monthly
Location
Evansville, IN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Lever Wealth Management
Previous Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations2 states
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