Andrew Jakubowski
Andrew Jakubowski is a registered investment advisor at Adestella Investment Management LLC, based in Grand Rapids, MI, with 1 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 12 clients with $2.3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Adestella Investment Management generally charges an annual management fee, paid quarterly, that typically ranges between 0.5% to 2.0% of the value of your portfolio. The fee is based on the market value of the assets in your account at the end of each calendar quarter.
Location
Grand Rapids, MI
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 →Employment History
Current Registrations
Adestella Investment Management LLC
State Registrations1 state
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.