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Andrew Meredith

2 Years of Experience
Norfolk, VA
Sells Insurance

Andrew Meredith is a registered investment advisor at Tyton Wealth, based in Norfolk, VA, 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 Investment Management. Their firm serves 34 clients with $28M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
34 clients
Average Client Portfolio
$838K average
Assets Under Management
$28.5M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.50%
$500K - $1.0M1.20%
$1.0M - $5.0M1.00%
$5.0M - $10.0M0.95%
$10M+0.90%

Portfolio Management fees can be negotiable at TWML’s discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1035 W 25th St, Suite B2, Norfolk, VA, 23517

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Andrew is the Owner/CEO of Global Admin Services LTD, providing management consulting and policy servicing to foreign insurance companies. This takes about 10-20% of his time outside of trading hours.

Employment History
Current Registrations
Tyton Wealth
January 2024 - Present · 2 yrs 4 mos
State Registrations2 states
TXVA
Advisor

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
No exam information available for this advisor.
Andrew Meredith - Financial Advisor | TrueAdvisor