Andrew
Fiegel
Captrust
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About this Advisor
Andrew Fiegel is a chartered financial analyst who works out of Englewood, Colorado, with a total of 2 years of industry experience. Fiegel is on the advisory team at Captrust. Throughout their career, they have worked at J. H. Ellwood & Associates, Inc and Capfinancial Partners, LLC. (Captrust). Fiegel is approved to advise clients in Colorado and Texas. Captrust is a business that has its headquarters in Raleigh, NC. It has offices in 69 locations and a total of 1,338 people on staff. It manages $715 billion in total assets among its 76,254 accounts, making it one of the biggest firms in the nation by assets under management. The firm provides financial advice to 136 charitable organizations. Of its 76,254 customer accounts, 33% belong to high-net-worth clients who have at least $1 million in assets. The business performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and publication of newsletters. A financial advisor's fees usually vary depending on which services are offered. However, fee types charged by Captrust may include asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Captrust Brokerage Details
$714,587,898,072
1,338
76,254
$9,371,153
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
Andrew Fiegel Work History
Andrew has been registered as a financial advisor for 2 years.*
Capfinancial Partners, LLC. (Captrust)
J. H. Ellwood & Associates, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Andrew Fiegel to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Captrust
Raleigh, NC
Clarkston, MI
Raleigh, NC
Raleigh, NC
Raleigh, NC
Bethlehem, PA
Brentwood, TN
Marietta, GA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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