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Drew Springer

5 Years of Experience
Atlanta, GA
1 Disclosure

Drew Springer is a registered investment advisor at Advisory Services Network, based in Atlanta, GA, with 5 years of industry experience. Drew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 11,852 clients with $8.6B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
246 advisors
Number of Clients
11,852 clients
Average Client Portfolio
$727K average
Assets Under Management
$8.6B

Fee Structure

Minimum Investment:$25K
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.25%
$500K - $2.0M1.75%
$2.0M - $5.0M1.50%
$5M+1.25%

All fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

900 Ashwood Parkway, Suite 500, Atlanta, GA, 30338

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History

Regulatory History (1)
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Criminal
February 1988
Final Disposition
Other Business Activities

Drew works as a 1099 contractor in business development/client services for McVean Trading & Investment, Inc., dedicating minimal time. He also owns Springer Strategies, LLC, a government affairs consulting firm, taking about half of his time.

Employment History
Current Registrations
Advisory Services Network
September 2020 - Present · 6 yrs
Previous Registrations
Calton & Associates, INC.Broker
August 2020 - December 2020 · 4 mos
Kms Financial Services, INC.Broker
May 2020 - August 2020 · 3 mos
State Registrations1 state
TX
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.