AR
CFP
AR
CFP

Andrew Rushenberg

5 Years of Experience
West Des Moines, IA

Andrew Rushenberg is a CFP-designated registered investment advisor at Foster Group, INC., based in West Des Moines, IA, 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 Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 2,101 clients with $4.8B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
58 advisors
Number of Clients
2,101 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$4.8B

Fee Structure

Planning is included in investment management
Minimum Annual Fee:$600
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.80%
$5.0M - $10.0M0.60%
$10.0M - $25.0M0.50%
$25.0M - $50.0M0.40%
$50M+0.30%

Rates reflect the standard SignatureWealth and SelectWealth schedules. CoreWealth charges a flat 0.90%. Minimum quarterly fees apply across all tiers.

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

Location

6601 Westown Parkway, Suite 100, West Des Moines, IA, 50266

Get directions

History

Regulatory History
Clean regulatory record

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
Foster Group, INC.
January 2021 - Present · 5 yrs 9 mos
State Registrations1 state
IA
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