Glenn Andrade
Advisor at AFS Investments
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
AFS Investments
Location
Turlock, CA
Credentials
Series 63, Series 65
Industry experience
38 years
About
Glenn Andrade is a financial advisor at AFS Investments with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mutual Advisors, LLC and Mutual Securities Inc prior to his current role. Outside of advisory work, he is a licensed life insurance agent involved in the sale and servicing of life insurance policies. AFS Investments is a family-owned registered investment adviser serving individuals, trusts, retirement plan sponsors, and business entities. The firm employs both a bottoms-up stock selection process and a top-down asset allocation approach, offering discretionary and non-discretionary portfolio management along with ERISA fiduciary consulting and retirement plan management.
Client services
Based on AFS Investments
Financial planning
Portfolio management
Selection of other advisers
Portfolio monitoring/consulting
Expertise
Based on AFS Investments
Wealth management
Active portfolio management
Retirement plans for business owners (SEP, solo 401k)
Fee options
Fixed fees for consulting and financial planning services, minimum $500
$0 - $1,000,000: 1.50% annually (Discretionary - Bottoms Up) $1,000,000 - $1,999,999: 1.25% annually (Discretionary - Bottoms Up) $2,000,000 - $4,999,999: 1.00% annually (Discretionary - Bottoms Up) $5,000,000 - $9,999,999: 0.75% annually (Discretionary - Bottoms Up) $10,000,000 - $24,999,999: 0.50% annually (Discretionary - Bottoms Up) $25,000,000 - $39,999,999: 0.30% annually (Discretionary - Bottoms Up) $40,000,000+: Negotiable (Discretionary - Bottoms Up) $0 - $1,000,000: 1.00% annually (Discretionary - Top Down) $1,000,000 - $1,999,999: 1.00% annually (Discretionary - Top Down) $2,000,000 - $4,999,999: 1.00% annually (Discretionary - Top Down) $5,000,000 - $9,999,999: 0.75% annually (Discretionary - Top Down) $10,000,000 - $24,999,999: 0.50% annually (Discretionary - Top Down) $25,000,000 - $39,999,999: 0.30% annually (Discretionary - Top Down) $40,000,000+: Negotiable (Discretionary - Top Down) $0 - $1,000,000: 1.00% annually (Non-Discretionary) $1,000,000 - $1,999,999: 1.00% annually (Non-Discretionary) $2,000,000 - $4,999,999: 1.00% annually (Non-Discretionary) $5,000,000 - $9,999,999: 0.75% annually (Non-Discretionary) $10,000,000 - $24,999,999: 0.50% annually (Non-Discretionary) $25,000,000 - $39,999,999: 0.30% annually (Non-Discretionary) $40,000,000+: Negotiable (Non-Discretionary) $0 - $1,000,000: 1.00% annually (Qualified Accounts - Discretionary Level 3) $1,000,000 - $1,999,999: 1.00% annually (Qualified Accounts - Discretionary Level 3) $2,000,000 - $4,999,999: 1.00% annually (Qualified Accounts - Discretionary Level 3) $5,000,000 - $9,999,999: 0.75% annually (Qualified Accounts - Discretionary Level 3) $10,000,000 - $24,999,999: 0.50% annually (Qualified Accounts - Discretionary Level 3) $25,000,000 - $39,999,999: 0.25% annually (Qualified Accounts - Discretionary Level 3) $40,000,000+: Negotiable (Qualified Accounts - Discretionary Level 3) $0 - $1,000,000: 0.75% annually (Qualified Accounts - Discretionary Level 2) $1,000,000 - $1,999,999: 0.75% annually (Qualified Accounts - Discretionary Level 2) $2,000,000 - $4,999,999: 0.75% annually (Qualified Accounts - Discretionary Level 2) $5,000,000 - $9,999,999: 0.75% annually (Qualified Accounts - Discretionary Level 2) $10,000,000 - $24,999,999: 0.50% annually (Qualified Accounts - Discretionary Level 2) $25,000,000 - $39,999,999: 0.25% annually (Qualified Accounts - Discretionary Level 2) $40,000,000+: Negotiable (Qualified Accounts - Discretionary Level 2) $0 - $1,000,000: 0.50% annually (Qualified Accounts - Non-Discretionary Level 1) $1,000,000 - $1,999,999: 0.50% annually (Qualified Accounts - Non-Discretionary Level 1) $2,000,000 - $4,999,999: 0.50% annually (Qualified Accounts - Non-Discretionary Level 1) $5,000,000 - $9,999,999: 0.50% annually (Qualified Accounts - Non-Discretionary Level 1) $10,000,000 - $24,999,999: 0.50% annually (Qualified Accounts - Non-Discretionary Level 1) $25,000,000 - $39,999,999: 0.25% annually (Qualified Accounts - Non-Discretionary Level 1) $40,000,000+: Negotiable (Qualified Accounts - Non-Discretionary Level 1)
$150 to $500 per hour for consulting and financial planning services
Minimum fee: Minimum annual household fee of $500
Location
Turlock, CA
Most active in
Glenn A has reported serving >5 clients in these states in the last 12 months.
California · Texas
Work history
Mutual Advisors, LLC
2013 - 2016 (3 years)
AFS Investments
2012 - Present (14 years)
Mutual Securities Inc
2011 - 2021 (10 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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