Andrew Little is a registered investment advisor at Isgam US LLC, based in Miami, FL, 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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 30 clients with $57M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ISGAM US offers ongoing investment management services. The annual fee is between 0.70% and 1.20% of your portfolio, billed quarterly in advance. The specific fee depends on the mix of assets in your account, with higher fees for accounts holding more equity and alternative investments. There are no stated minimum fees. ISGAM US uses Charles Schwab as the custodian for your assets.
Location
The Marcus Centre Suite 215, 9990 SW 77 Avenue, Miami, FL, 33156
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 is a Business Development Manager and Financial Planner at ISGAM AG, dedicating about 10-20% of his time to business development, recruitment, training, and compliance. He is also the sole shareholder and Director of Global Private Client Solutions Sarl, a consultancy firm, spending about 10-20% of his time on this role.
Employment History
Current Registrations
Isgam US LLC
State Registrations1 state
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.