Andrew Kangas
Andrew Kangas is a registered investment advisor at Columbia Wealth Advisors LLC, based in Scappoose, OR, 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, High Net Worth, Investment Management. Their firm serves 105 clients with $24M 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 $50K | 1.50% |
| $50K - $150K | 1.20% |
| $150K - $250K | 0.95% |
| $250K - $500K | 0.85% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.75% |
Fees are negotiable and may be higher or lower than the standard schedule depending on the services provided. Fees are not to exceed 2% annually.
Fee Estimator
Location
Scappoose, OR
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 ActivitiesSells Insurance
Andrew is a band member and performs music at events, dedicating about 10-20% of his time to this. He is also an Investment Advisor Representative at Columbia Wealth Advisors, LLC, spending a significant amount of time on this role. Additionally, Andrew sells fixed and indexed insurance products, spending a few hours per week on this activity.
Employment History
Current Registrations
Columbia Wealth Advisors LLC
Previous Registrations
Realta Equities, INC.Broker
Kms Financial Services, INC
Kms Financial Services, INC.Broker
State Registrations2 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.