Advisor at Fiduciary Financial Advisors
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Firm
Fiduciary Financial Advisors
Location
Waxhaw, NC
Credentials
Series 65
Industry experience
2 years
Andrew Van Alstyne is a financial advisor at Fiduciary Financial Advisors with two years of industry experience. He holds a Series 65 designation and has worked at firms including Park Avenue Investment Advisory, Guardian Life Insurance Company, and High Rock Consulting. Prior to his financial career, he spent over a decade in the restaurant industry. Fiduciary Financial Advisors offers discretionary investment management, financial planning, and trustee services to individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm employs a combination of strategic and tactical investment approaches and provides access to private and non-liquid alternative funds for qualified investors.
Based on Fiduciary Financial Advisors
Based on Fiduciary Financial Advisors
Outsourced CFO services range from $7,200 to $50,000 annually, charged as fixed fees; initial up-front fee charged separately, negotiable.
Under $2,000,000 - $2,000,000: Up to 0.95% $2,000,001 - $5,000,000: Up to 0.90% $5,000,001 - $10,000,000: Up to 0.75% $10,000,001 - $50,000,000: Up to 0.55% $50,000,001 - $150,000,000: Up to 0.35% Over $150,000,000+: Up to 0.15%
Financial planning up to $500 per hour.
Minimum fee: Professional Trustee Services minimum annual fee: $10,000 Fee-only: Financial planning services charged as fixed fees up to $100,000 or hourly fees up to $500/hour; fees negotiable.
Waxhaw, NC
North Carolina
Fiduciary Financial Advisors
2023 - Present (3 years)
Park Avenue Investment Advisory
2023 - Present (3 years)
Guardian Life Insurance Company
2023 - Present (3 years)
High Rock Consulting
2022 - 2023 (1 year)
Steak 48
2021 - 2022 (1 year)
Harvest Restaurant Group
2020 - 2021 (1 year)
Morton's The Steakhouse
2007 - 2019 (12 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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
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.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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.
Series 63, Series 65
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PB Wealth, LLC
My Financial Background: I am a CFA® Charterholder and CFP® Professional. For over a decade I served in various roles at Morgan Stanley and BNP Paribas in the New York metro area before relocating to Charlotte, North Carolina in 2021 where I was most recently a Vice President at Bank of America. Why I founded PB Wealth: I started PB Wealth to make a real impact in people’s lives, specifically focusing on professionals and families who may have some time before they retire, but they are in their peak decision-making years and need someone that truly invests in and empowers them. Starting my own RIA has given me the flexibility and independence I need to serve clients in their best interest, without compromise. My Mission: I believe a financial advisor should meet you where you are, whether you’re just starting out or whether you’re in your peak earning years, it should not matter. My mission is to help you build a life that is truly meaningful to you and that starts with getting to know who you are and what matters most to you.
Series 63, Series 65
Indian Trail, NC
J W English Investment Management Services LLC
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Grey Private Capital
Series 63, Series 65
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Asset Investment Solutions, LLC
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