Andrew Settecerri
Andrew Settecerri is a CFP-designated registered investment advisor at Arbor Trust Wealth Advisors, LLC, based in Ann Arbor, MI, 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 Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 441 clients with $610M 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 $100K | 1.75% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3M+ | 0.80% |
Fees may be negotiable. For 403(b) accounts: Up to $1,000,000: 0.70%, Above $1,000,000: 0.60%. Minimum relationship fee of $5,000 applies.
Fee Estimator
Location
825 Victors Way, Suite 150, Ann Arbor, MI, 48108
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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 →Employment History
Current Registrations
Arbor Trust Wealth Advisors, LLC
Previous Registrations
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Integrated Capital Management
Purshe Kaplan Sterling InvestmentsBroker
State Registrations1 state
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