Lindsey Andrew is a registered investment advisor at Mccurdy & Andrew Investments, LLC, based in Sturbridge, MA, with 3 years of industry experience. Lindsey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 104 clients with $25M 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 $250K | 1.25% |
| $250K - $500K | 1.15% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.75% |
Fees negotiable above $2,000,000.
Fee Estimator
Location
212 Main Street, Sturbridge, MA, 01566
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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
Lindsey works as a dance teacher at The Dance Studio, spending minimal time per month on this activity. This activity is not investment-related.
Employment History
Current Registrations
Mccurdy & Andrew Investments, LLC
State Registrations1 state
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