Andrew Kowal is a registered investment advisor at Mbm Wealth Consultants, LLC, based in Chesterfield, MO, with 2 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 602 clients with $420M 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees are negotiable and may vary among clients.
Fee Estimator
Location
16401 Swingley Ridge Rd., Suite 450, Chesterfield, MO, 63017
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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 Activities
Andrew is a member of AK Financial Group, LLC, a business entity created for tax purposes only. He has no active duties and dedicates no time to this activity.
Employment History
Current Registrations
Mbm Wealth Consultants, LLC
Previous Registrations
LPL Financial LLC
Cornerstone Wealth Management, LLC
LPL Financial LLCBroker
Moneta Group Investment Advisors, 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.