Andrew Bencivenga is a CFP-designated registered investment advisor at Brindle & Bay Financial Advisors, LLC, based in Greer, SC, with 5 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 147 clients with $110M 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 $1.0M | 1.25% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.30% |
Management fee is negotiable based on account size, services offered and individual client circumstances.
Fee Estimator
Location
Greer, SC
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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 →Other Business Activities
Andrew is a passive investor and partner in a beer manufacturer in Busan, South Korea, since 2014. He dedicates minimal time to this non-investment related activity.
Employment History
Current Registrations
Brindle & Bay Financial Advisors, LLC
Origin Investment Advisory LLC
Previous Registrations
Resolute Capital, LLC
Resolute Capital, LLC
Bona Fide Finance
State Registrations2 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.