AG
AG

Andre Green

Evansville, IN
May Earn Commission

Andre Green is a registered investment advisor at Ollie Grant Private Wealth, based in Evansville, IN. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 1 clients with $5.8M in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
1 client
Average Client Portfolio
$5.8M average
Assets Under Management
$5.8M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.5M1.95%
$1.5M - $5.0M1.75%
$5M+1.50%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

123 NW 4th Street, Suite 14, Evansville, IN, 47708

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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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Employment History
Current Registrations
Ollie Grant Private Wealth
August 2025 - Present · 9 mos
State Registrations3 states
INNJNY
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.