Andrew the is a registered investment advisor at Battle Green Advisors, based in Lexington, MA. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 25 clients with $14M 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 $1.0M | 1.25% |
| $1.0M - $5.0M | 1.10% |
| $5.0M - $10.0M | 0.95% |
| $10M+ | 0.80% |
Fees are negotiable and may be lower depending on the amount of initial investment, the anticipated amount of subsequent investment, or asset transferred from another advisor.
Fee Estimator
Location
Lexington, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Battle Green Advisors
State Registrations1 state
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