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CFA
AD
CFA

Andrew Denkler

8 Years of Experience
Dripping Springs, TX
1 DisclosureBroker

Andrew Denkler is a CFA-designated registered investment advisor at Oppenheimer & CO. INC., based in Dripping Springs, TX, with 8 years of industry experience. Andrew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 39,036 clients with $37B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1159 advisors
Number of Clients
39,036 clients
Average Client Portfolio
$940K average
Assets Under Management
$36.7B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Minimum Annual Fee:$250
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Maximum asset-based fees are up to 2.5% for the FAM program and up to 2.25% for the Preference program. Fees vary by program and are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Dripping Springs, TX

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History

Regulatory History (1)
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Criminal
March 2012
Final Disposition
Employment History
Current Registrations
Oppenheimer & CO. INC.
February 2019 - Present · 7 yrs 8 mos
Oppenheimer & CO. INC.
October 2018 - Present · 8 yrs
Oppenheimer & CO. INC.Broker
October 2018 - Present · 8 yrs
State Registrations3 states
FLNYTX
AdvisorBrokerBoth

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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