Andrews Wealth Management is a registered investment advisor located in Uniontown, Ohio, offering personalized investment management and financial planning services. The firm builds customized portfolios using a mix of stocks, bonds, exchange-traded funds, and money market instruments based on each client's specific goals, time horizon, and risk tolerance. Andrews Wealth Management creates comprehensive financial plans that provide a holistic snapshot of a client's financial situation, with plans monitored and updated annually. The firm operates on a fee-only basis, meaning compensation comes directly from client fees rather than commissions on product sales. Managing principal Michael Andrews is also a Certified Public Accountant and Certified Financial Planner, bringing tax and accounting expertise to the firm's advisory approach. Client assets are held securely with an independent custodian.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.65% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are negotiable. Extraordinary fees may apply for plans involving assets greater than $1,000,000.