AB
CFP
AB
CFP

Andrew Brignac

6 Years of Experience
Birmingham, AL

Andrew Brignac is a CFP-designated registered investment advisor at Mainsail Asset Management, LLC, based in Birmingham, AL, with 6 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 153 clients with $410M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
153 clients
Average Client Portfolio
$2.7M average
Assets Under Management
$410.1M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $1.0M1.00%
$1.0M - $2.0M0.80%
$2.0M - $5.0M0.70%
$5.0M - $10.0M0.60%
$10M+0.50%

Adviser, in its sole discretion, may charge a modified investment advisory fee and/or charge a fixed annual retainer fee based upon certain criteria.

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

2229 1st Ave. S., Suite 225, Birmingham, AL, 35233

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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

Since 2017, Andrew has been the sole owner and consultant of Brignac Accounting and Consulting, a non-investment related accounting and bookkeeping firm. He dedicates a few hours per week to this entity.

Employment History
Current Registrations
Mainsail Asset Management, LLC
November 2019 - Present · 6 yrs 6 mos
State Registrations1 state
AL
Advisor

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.