Charlie Andrys is a registered investment advisor at 21st Financial, based in Grand Forks, ND, with 1 years of industry experience. Charlie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 23 clients with $530K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.21% |
21st Financial charges a flat fee of 1.21% for all clients. Fees may be waived or reduced at the firm's discretion for promotional periods or referral incentives.
Fee Estimator
Location
3531 13th Ave N, Unit 303, Grand Forks, ND, 58203
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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 →Employment History
Current Registrations
21st Financial
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.
Exams
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