Andrew Rexroat is a registered investment advisor at Redbud Advisors, based in Austin, TX, with 3 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 60 clients with $370M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.95% |
The firm generally charges 0.95% annually on managed assets, though fees are negotiable and may be higher or lower depending on account complexity and size. Wealth advisory oversight may also be charged as a fixed fee ranging from $1 to $250,000 per year.
Fee Estimator
Location
706 Guadalupe Street, Austin, TX, 78701
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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 currently employed full-time as a senior manager of accounting at a healthcare technology company. He does not receive commissions from this role.
Employment History
Current Registrations
Redbud Advisors
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.
Exams
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