John McAndrew Financial Advisors provides investment management services where they manage client portfolios based on their goals, time horizon, and risk tolerance. They also offer financial planning services as part of their asset management service at no additional fee. Additionally, they offer qualified plan consulting services to individuals for a flat fee, providing investment recommendations based on the client's financial objectives.
Assets Under Management$75M
Clients59
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$75M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee may be negotiable depending upon the amount of assets and client relationship.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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