Andrew Pfeiffer is a CFP-designated registered investment advisor at Everhart Advisors, based in Fort Myers, FL, with 4 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 7 more. Their firm serves 2,912 clients with $2.5B 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 $3.0M | 1.00% |
| $3.0M - $10.0M | 0.80% |
| $10.0M - $20.0M | 0.60% |
| $20M+ | 0.40% |
Fees are negotiable and vary based on account size, scope of services, and complexity. Related accounts may be aggregated for fee calculation purposes at Everhart Advisors' discretion.
Fee Estimator
Location
12140 Carissa Commerce Court, Suite 104, Fort Myers, FL, 33966
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
Everhart Advisors
State Registrations2 states
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
More Advisors
- Matthew Romeo, CFPEverhart Advisors
- Douglas King, CFPOakwood Capital, INC.
- Chad Leatherwood, CFPSummit Wealth Partners, LLC
- Nicholas Chlumsky, CFPWells Fargo Advisors
- Nicole Eirich, CFPUhler Vertich White Advisors
- Frank Durand, CFPWells Fargo Advisors