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Andrew Riis

1 Year of Experience
Greenwood, IN

Andrew Riis is a registered investment advisor at Redhawk Wealth Advisors, INC., based in Greenwood, IN, with 1 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Education Planning, Estate Planning, and 5 more. Their firm serves 3,205 clients with $1.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
43 advisors
Number of Clients
3,205 clients
Average Client Portfolio
$454K average
Assets Under Management
$1.5B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.75%

Maximum annual fee is 1.75%. Starter accounts with less than $5,000 in assets are assessed a flat annual fee of $50. Fees are negotiable.

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

3209 W. Smith Valley Road, Suite 246, Greenwood, IN, 46142

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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 Activities

Andrew is a 50% owner of ReachOut Marketing, LLC, a marketing agency, dedicating a few hours per week. He is also an owner of Financial Independence Team, LLC, a DBA for financial services, spending about a quarter of his time on this investment-related activity.

Employment History
Current Registrations
Redhawk Wealth Advisors, INC.
March 2024 - Present · 2 yrs 7 mos
State Registrations1 state
IN
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.
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