Andria Stubbs is a registered investment advisor at Gemini Wealth, based in Taylorsville, UT, with 1 years of industry experience. Andria 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, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is for Gemini Wealth's co-advisor services when using Matson Money. This is in addition to Matson Money's fees, which may not exceed 2.0% annually. Gemini Wealth's fee may be negotiable.
Fee Estimator
Location
Taylorsville, UT
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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
Andria works in client relations and operations for Hogan Financial Services, starting in September 2020. This activity takes about half of Andria's time.
Employment History
Current Registrations
Gemini Wealth
Previous Registrations
Hogan French Financial Services
State Registrations2 states
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.