DS
DS

Drew Springer

6 Years of Experience
Weatherford, TX
1 Disclosure

Drew Springer is a registered investment advisor at Advisory Services Network, based in Weatherford, TX, with 6 years of industry experience. Drew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 12,919 clients with $11B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
251 advisors
Number of Clients
12,919 clients
Average Client Portfolio
$820K average
Assets Under Management
$10.6B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
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 at the firm's discretion. The firm also offers a floating flat rate schedule using the same percentage breakpoints applied to total account assets.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...

Location

100 Austin Avenue, Suite 105, Weatherford, TX, 76086

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
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 1 mo
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.
More Advisors