Andrew Simms is a registered investment advisor at Frost Investment Advisors, LLC, based in San Antonio, TX, with 4 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. Their firm serves 9 clients with $5.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.20% |
Advisory fees for separately managed accounts range from 0.04% to 0.20% annually based on investment strategy complexity and service level. Fees are negotiable at management discretion.
Fee Estimator
Location
111 West Houston Street, 10th Floor, San Antonio, TX, 78205
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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 50% owner of Wildcat Bakery LLC, which operates Nothing Bundt Cake franchises, and co-owns Cardinal Café and Catering LLC with his wife. He spends about 10-20% of his time on these businesses outside of trading hours, with no day-to-day operational responsibilities.
Employment History
Current Registrations
Frost Investment Advisors, LLC
State Registrations1 state
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.
Exams
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