Andrew Lightle is a registered investment advisor at Wealth with No Regrets®, based in Alpharetta, GA, with 5 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, Charitable Giving, Estate Planning, High Net Worth, and 4 more. Their firm serves 207 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
The annual portfolio management fee is up to 1.4%.
Fee Estimator
Location
12600 Deerfield Parkway, Suite 475, Alpharetta, GA, 30004
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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
Wealth with No Regrets®
Previous Registrations
Maripau Wealth Management LLC
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Equitable Advisors, LLCBroker
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.