Andrew Zuch is a registered investment advisor at Mdrn Capital, based in West Chester, PA, 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, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 569 clients with $340M 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 | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.50% |
Fees are negotiable at the sole discretion of the advisor. Certain clients may be grandfathered in at previous rates.
Fee Estimator
Location
West Chester, PA
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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 ActivitiesSells Insurance
Andrew owns rental properties, dedicating minimal time to managing them. He is also a licensed insurance agent, spending about 10-20% of his time identifying client needs and providing insurance solutions, and an investment advisor representative for ProCapita Partners/Viquity Asset Management, and Senior Vice President of Investments for Thrivest Legal Funding, each taking about half of Andrew's time.
Employment History
Current Registrations
Mdrn Capital
Previous Registrations
Procapita Partners, 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.
Exams
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