Andrea Taylor is a CFP-designated registered investment advisor at Weatherly Asset Management, based in Del Mar, CA, with 4 years of industry experience. Andrea operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 381 clients with $1.7B 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.88% |
| $10.0M - $15.0M | 0.75% |
| $15M+ | 0.50% |
Rates shown apply to equity securities. Separate tiered schedules apply to fixed income securities (starting at 0.50% down to 0.15%) and cash accounts. Accounts under $150,000 invested in mutual funds or exchange-traded funds are charged 1.0% for equities and 0.50% for fixed income. Managed annuities are charged 0.25%. All fees are negotiable.
Fee Estimator
Location
832 Camino Del Mar, Suite 4, Del Mar, CA, 92014
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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 →Employment History
Current Registrations
Weatherly Asset Management
State Registrations1 state
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Exams
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