Andres Zambrano
Andres Zambrano is a registered investment advisor at Regal Investment Advisors LLC, based in Winter Park, FL, with 4 years of industry experience. Andres operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 8,302 clients with $2.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees typically range from 0.30% to 1.00% per annum depending on account value and strategy composition. Fees and payment arrangements are negotiable on a case-by-case basis.
Fee Estimator
Location
941 W Morse Blvd, Suite 100, Winter Park, FL, 32789
Get directionsHistory
Regulatory History (1)
Criminal
January 2026Other Business ActivitiesSells Insurance
Andres is an insurance agent since 2022, providing insurance services, taking about half of his time. He also owns Health and Wealth Brokerage, LLC, but it is currently not utilized.
Employment History
Current Registrations
Regal Investment Advisors LLC
Previous Registrations
Bankers Life Advisory Services, INC.
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.
Exams
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