Advisor at Selective Wealth Management, Inc.
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Firm
Selective Wealth Management, Inc.
Location
Forest, VA 24551
Credentials
CFP®, Series 66
Industry experience
9 years
Andrew Neiderer is a CFP® and holds a Series 66 license with nine years of industry experience. He has worked at Selective Wealth Management, Inc. since 2021 and previously held roles at MontVue Capital Management and Ameriprise Financial Services. Selective Wealth Management, Inc. serves individual and high-net-worth clients, offering portfolio management and financial planning services. The firm manages approximately $426 million in assets across eight advisors and uses discretionary investment supervisory services, including separately managed accounts that may incorporate derivatives.
Based on Selective Wealth Management, Inc.
One-time fixed fee for stand-alone financial planning; retainer up to $1,200 possible
1.25% Annually
Negotiable for qualified institutional clients; generally not charged
Account minimum: $1,000,000
1149 Vista Park Drive, Unit D
Forest, VA 24551
Texas · Virginia
Selective Wealth Management, Inc.
2021 - Present (5 years)
MontVue Capital Management
2018 - 2021 (3 years)
Lane, Staley & Associates - Ameriprise Financial Services, Inc.
2016 - 2018 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®
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Proper financial planning begins with understanding you, your family, and your life. We take the time to learn what’s important to you and then build a plan designed to help you reach your goals with confidence.
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