Andrew Mendonca is a registered investment advisor at D & T Financial Advisors, INC., based in Concord, CA, 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 Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 40 clients with $87M 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 $200K | 1.50% |
| $200K - $499K | 1.25% |
| $499K - $999K | 1.00% |
| $999K - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.60% |
Fees are negotiable for accounts of $5,000,000 or greater. Discounts may be offered to family members and friends of associated persons of the firm.
Fee Estimator
Location
1985 Bonifacio Street, Suite 201, Concord, CA, 94520
Get directionsHistory
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 works as a tax accountant at Jackson Downs & Tsuruda CPA's, preparing taxes and handling accounting. This occupies a full-time commitment.
Employment History
Current Registrations
D & T Financial Advisors, INC.
State Registrations1 state
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