Andria Pyn is a registered investment advisor at Pyn Wealth Management LLC, based in Breckenridge, CO, with 8 years of industry experience. Andria operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 33 clients with $3.6M 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 $100K | 1.25% |
| $100K - $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.35% |
Money Market assets are excluded from asset total for billing purposes. Fees are negotiable and certain clients receive a discount on the above management fee schedule. Assets being managed by Pyn Wealth Management in an adviser-class annuity will be charged an annualized flat fee of 2.0%.
Fee Estimator
Location
Breckenridge, CO
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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
Andria works as a bartender for Breckenridge Grand Vacations since February 2024, dedicating about a quarter of her time. This activity is not investment-related.
Employment History
Current Registrations
Pyn Wealth Management LLC
Previous Registrations
Zidel Financial INC.
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.