AW
AW
Andrew Wilson
2 Years of Experience
Marietta, GA
2 Disclosures
Andrew Wilson is a registered investment advisor at Narwhal Capital Management, based in Marietta, GA, 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, High Net Worth, and 3 more. Their firm serves 365 clients with $2.1B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
365 clients
Average Client Portfolio
$5.7M average
Assets Under Management
$2.1B
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.75% |
Fees, account minimums and payment terms are negotiable depending on client’s unique situation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
531 Roselane Street, Suite 420, Marietta, GA, 30060
Get directionsHistory
Regulatory History (2)
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Financial
August 2021Pending
Judgment / Lien
August 2021Employment History
Current Registrations
Narwhal Capital Management
November 2023 - Present · 2 yrs 6 mos
Previous Registrations
PFS Investments INC.Broker
March 2023 - November 2023 · 8 mos
State Registrations2 states
GATX
Advisor
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Exams
No exam information available for this advisor.