AS
AS

Andrew James Shuldheisz

8 Years of Experience
Broker
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningInsurance PlanningBusiness OwnersMedical Professionals
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
66 advisors
Number of Clients
4,640 clients
Average Client Portfolio
$869K average
Assets Under Management
$4.0B

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K1.75%
$250K - $500K1.50%
$500K - $750K1.25%
$750K - $1.0M1.00%
$1.0M - $2.0M0.90%
$2.0M - $3.0M0.80%
$3.0M - $5.0M0.70%
$5M+0.70%

Fees negotiable for assets over $5,000,001.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$600
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Location

100 N Broadway, Suite 1700, Saint Louis, MO, 63102

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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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Employment History
Current Registrations
Larson Financial Group, LLC
June 2020 - Present · 5 yrs 8 mos
Larson Financial Securities, LLC
June 2020 - Present · 5 yrs 8 mos
Larson Financial Securities, LLCBroker
June 2020 - Present · 5 yrs 8 mos
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
June 2017 - March 2020 · 2 yrs 9 mos
State Registrations37 states
ALCACOCTDCFLGAHIIAILINKSLAMAMDMEMIMNMOMTNCNENJNMNVNYOHORPARISCSDTXUTVAWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Andrew James Shuldheisz - Financial Advisor | TrueAdvisor