AG
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Andrew Gile

7 Years of Experience
Columbus, WI
Broker

Andrew Gile is a registered investment advisor at A. Gile & CO., based in Columbus, WI, with 7 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 139 clients with $22M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
139 clients
Average Client Portfolio
$158K average
Assets Under Management
$21.9M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.50%
$1.0M - $5.0M1.25%
$5M+1.00%

Advisory fee is negotiable, and an annual flat fee is available depending on individual client circumstances. Account values of family members may be combined to determine the applicable advisory fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

150 N. Ludington Street, Columbus, WI, 53925

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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.

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Other Business Activities

Andrew owns Gile Holdings, LLC and Phoenix Capital Holdings, LLC, both real estate rental businesses, and spends minimal time on each. He also works full-time for A. Gile & Co., both as a DBA for his LPL business and as a registered investment advisor, and spends about 10-20% of his time as a paid intern at Malik Law Group.

Employment History
Current Registrations
A. Gile & CO.
April 2024 - Present · 2 yrs 1 mo
LPL Financial LLC
March 2019 - Present · 7 yrs 2 mos
LPL Financial LLCBroker
March 2019 - Present · 7 yrs 2 mos
Previous Registrations
Edward Jones
August 2018 - February 2019 · 6 mos
Edward JonesBroker
July 2018 - February 2019 · 7 mos
State Registrations20 states
ALCACOFLGAIAILINKYMIMNMOMTNCNYOHORTXWIWV
AdvisorBrokerBoth

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
No exam information available for this advisor.
Andrew Gile - Financial Advisor | TrueAdvisor