Andrew Werner is a registered investment advisor at M Holdings Securities, INC., based in Tampa, FL, with 3 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 Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 4,513 clients with $3.2B 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 | 1.30% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.20% |
| $5.0M - $10.0M | 1.10% |
| $10M+ | 1.05% |
Schedule reflects maximum M Wealth customized sub-advisory fees. Other advisory programs negotiate fees up to a maximum of 3%.
Fee Estimator
Location
Tampa, FL
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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 financial analyst at Mezrah Financial, focusing on research, case design, proposals, and account-opening paperwork. This member firm affiliation takes up a full-time commitment.
Employment History
Current Registrations
M Holdings Securities, INC.
M Holdings Securities, INC.Broker
Previous Registrations
Harwood Advisory Group, LLC
State Registrations4 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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