AT
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Andrei Tipurita

1 Year of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
257 advisors
Number of Clients
25,166 clients
Average Client Portfolio
$285K average
Assets Under Management
$7.2B

Fee Structure

Minimum Investment:$5K
AUM-Based Fees (Flat)
Assets Under ManagementAnnual Fee
$0+2.00%

A $150 annual minimum management fee will be assessed on all accounts. For account values of less than $7,500, this may equate to be more than the maximum 2% as stated in this Form ADV and the Agreement.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$150
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Location

32000 Northwestern Hwy, #275, Farmington Hills, MI, 48334

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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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Andrei is an independent insurance agent with Magellan Financial & Insurance Services, Inc., offering insurance and annuity solutions. He spends about 10-20% of his time reviewing clients' insurance and annuity plans and proposing solutions, with minimal time spent during trading hours.

Employment History
Current Registrations
Foundations Investment Advisors LLC
January 2024 - Present · 2 yrs 1 mo
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.