Andrew Niemoeller
Andrew Niemoeller is a CFP-designated registered investment advisor at Collaborative Capital Advisors LLC, based in New York, NY, 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 Education Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 18 clients with $390M 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 $25.0M | 0.75% |
| $25.0M - $100.0M | 0.60% |
| $100M+ | 0.50% |
Fees are generally negotiable. Clients may terminate the agreement with 90 days' written notice.
Fee Estimator
Location
1120 Ave of the Americas, 13th Floor, New York, NY, 10036
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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 →Employment History
Current Registrations
Collaborative Capital Advisors LLC
Previous Registrations
Savant Wealth Management
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.