Andrew Hass is a registered investment advisor at Rf&l Wealth Management, LLC, based in Acton, MA, 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 Investment Management, Retirement Planning. Their firm serves 136 clients with $330M 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 $200K | 1.25% |
| $200K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M+ | 0.80% |
Fees may vary based on individual or family relations or may be negotiated for members of an organized affinity or industry groups. Individual accounts for members of the same family may be assessed fees based on the total account balance of all family accounts. Accounts for business entities and related accounts, including those of the business owner are assessed fees based on the total account balances of all such related accounts.
Fee Estimator
Location
525 Massachusetts Avenue, Suite 205, Acton, MA, 01720
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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 a partner in Breaking Eighty, LLC, an investment-related business formed in 2010 that invests in real estate, equities, and other securities. He dedicates minimal time to this business, some of which occurs during securities trading hours.
Employment History
Current Registrations
Rf&l Wealth Management, LLC
State Registrations3 states
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