Andrew Thomas Mcdonald

CFP

Envestnet Pmc

1 Year of Experience

View SEC Summary

Areas of Practice

Investment Management

Envestnet Pmc

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

54 advisors

Number of Clients

2,021,610 clients

Average Client Portfolio

$263K average

Assets Under Management

$532.2B

Fee Structure

Minimum Investment:$10K

Financial Planning:Investment management only

Location

1000 Chesterbrook Blvd., Suite 250, Berwyn, PA, 19312

Get directions

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.

Employment History

Current Registrations

Envestnet Pmc

January 2025 - Present · 1 yr 1 mo

Previous Registrations

Vanguard Marketing CorporationBroker

September 2018 - January 2019 · 4 mos

State Registrations2 states

ILPA

Advisor

Exams

No exam information available for this advisor.