Andrew Heuss
Andrew Heuss is a registered investment advisor at Continuum Wealth Advisors, LLC, based in Saratoga Springs, NY, with 3 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 315 clients with $250M 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 $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $7.5M | 0.70% |
| $7.5M+ | 0.60% |
Fees may be negotiable. If independent managers are used, the total blended fee will not exceed 2.00% annually.
Fee Estimator
Location
18 Division St., Suite 207B, Saratoga Springs, NY, 12866
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Andrew has been an insurance agent since 2019, selling life, health, and annuity products, dedicating about a quarter of his time during trading hours. He also consults for advisor groups without commission.
Employment History
Current Registrations
Continuum Wealth Advisors, LLC
Previous Registrations
Modelist
Fiat Wealth Management
Foundations Investment Advisors LLC
Mutual of Omaha Investor Services, INC.
State Registrations1 state
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