Andrew Thrift
Andrew Thrift is a CFP-designated registered investment advisor at Market Street Wealth Management, based in West Chester, PA, with 9 years of industry experience. Andrew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 1,052 clients with $840M 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 $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.75% |
Fees are negotiable at the sole discretion of the firm. Fees take into consideration aggregate assets under management.
Fee Estimator
Location
999 West Chester Pike, Suite 202, West Chester, PA, 19382
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 sells variable annuities, annuities, and term life insurance through Market Street Financial Group, LLC since 2016. He is also an independent contractor providing back office assistance and database management for Leppert Holt Consulting LLC, and the president of Watford Wealth Management, Inc., working as a financial planner for about an hour per week.
Employment History
Current Registrations
Market Street Wealth Management
USA Financial Securities LLCBroker
State Registrations8 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.
Exams
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