Andrew Feutz is a CFP-designated registered investment advisor at Migration Wealth Management, LLC, based in Avon, IN, with 9 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 68 clients with $21M 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 $260K | 1.50% |
| $260K - $500K | 1.20% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.55% |
| $2M+ | 0.35% |
For clients with less than $260,000 in AUM, the advisory fee consists of a flat annual fee starting at $3,900, which may be subject to change annually. Fees may be negotiable.
Fee Estimator
Contact
Andrew Feutz
Location
Avon, IN
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 Activities
Andrew serves on the Board of Directors for three non-profit organizations: The Child Advocacy Center of Hendricks County, Hendricks County Community Foundation, and Hendricks Regional Health Foundation. He dedicates minimal time to each of these roles.
Employment History
Current Registrations
Migration Wealth Management, LLC
Previous Registrations
Market Street Wealth Management 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
Additional Information
In addition to helping others at work, Drew enjoys being involved in the community by serving as Treasurer of Young Professionals of Central Indiana, Chair-Elect of NAPFA Genesis, and as a Member of the Indiana State University Financial Planning Advisory Board. He always enjoys spending time with friends, being outdoors, working out at the YMCA, and watching the Pacers, Colts, and Indians win.