Andrew Mcdirmid
Andrew Mcdirmid is a registered investment advisor at Lodestone Wealth Management LLC, based in Tavernier, FL, 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 Business Owners, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 291 clients with $350M 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 $500K | 1.25% |
| $500K - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees are negotiable for accounts over $5,000,000. Flat dollar amounts may be charged for smaller accounts on an exceptional basis.
Fee Estimator
Location
Tavernier, FL
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Regulatory History (1)
Regulatory
April 2025Other Business Activities
Andrew is involved with TheHuna, an outdoor clothing retailer, assisting with accounting, marketing, design, and strategic planning, dedicating about a quarter of his time. He also works with McDirmid Advisor CPA, PLLC, an accounting firm, spending a few hours per week.
Employment History
Current Registrations
Lodestone Wealth Management LLC
Previous Registrations
Eide Bailly Advisors, LLC
State Registrations4 states
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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