Andrew Schuler is a CFP-designated registered investment advisor at Prentice Wealth Management LLC, based in Rochester, NY, with 7 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 1,029 clients with $570M 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 | 1.60% |
Standard asset management annual fees range from 0.30% to 1.60%. Clients utilizing Knightbridge Capital Management Program portfolios pay an additional portfolio fee ranging from 0.20% to 2.20% depending on the strategy. Fees are negotiable.
Fee Estimator
Location
1150 Penfield Rd., Rochester, NY, 14625
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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
Prentice Wealth Management LLC
Previous Registrations
Sage, Rutty & CO., INC.
Sage, Rutty & CO., INC.Broker
Manning & Napier Investor Services, INC.Broker
Manning & Napier Advisors, LLC
Northlanding Financial Partners, LLC
Manning & Napier Investor Services, INC.Broker
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.
Exams
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