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How does the advisor help clients – Key Takeaways:
As a financial expert in the industry, Andrews Investment Management provides a variety of services to help clients achieve their financial goals. These key takeaways highlight the ways in which the firm assists its clients:
- Offering personalized financial advice and guidance
- Developing comprehensive financial plans tailored to individual needs
- Implementing investment strategies to build wealth and manage risk
- Providing ongoing portfolio management and monitoring
- Offering access to a diverse range of financial products
Facts and Insights
For over 20 years, Andrews Investment Management has been a trusted financial advisor, guiding clients through various market conditions and economic cycles. The firm has a proven track record of helping clients achieve their financial goals and has gained valuable insights in the process.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | Over 20 years |
Financial Services Offered
Andrews Investment Management offers a range of financial services to meet the diverse needs of its clients. These include:
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Insurance and risk management
Client Types
The firm primarily works with individuals and families, helping them plan for their long-term financial goals. However, they also serve small business owners and corporations looking to manage their company’s finances and employee retirement plans.
Fees & Compensation
Andrews Investment Management believes in aligning its interests with those of its clients. As a fee-only advisor, the firm charges a percentage of assets under management as the primary fee structure. This ensures that the firm is solely focused on providing the best investment recommendations for its clients, without any conflicts of interest.
Background
Andrews Investment Management was founded in 1997 by John Andrews, a seasoned financial advisor with over 30 years of experience in the industry. The firm has offices in three major cities and has a team of dedicated professionals who are highly qualified and experienced in various areas of finance.
Financial Advisor Disclosures to Know
As with any investment, it is essential to be aware of any potential risks and costs before making a decision. Here are some important disclosures to keep in mind when working with Andrews Investment Management:
- The firm may receive compensation from third-party providers for selling financial products to clients.
- Andrews Investment Management may earn performance-based fees based on the performance of clients’ investments.
- Clients should carefully review the advisory agreement and Form ADV Part 2 for a complete list of fees, services, and conflicts of interest.