Andrew
Wisdom
Captrust
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About this Advisor
Andrew Wisdom is a financial advisor operating out of New Orleans, Louisiana who has 1 year of industry experience. Wisdom is an advisor for Captrust. During their career, Wisdom has held roles at Crescent Capital Consulting, LLC and Capfinancial Partners, LLC (Captrust). Wisdom is approved to operate in Louisiana and Texas. Captrust is an advisory firm based out of Raleigh, NC. The investment advisory business has offices in 69 locations and a total of 1,338 financial advisors. It controls $715 billion in assets among its 76,254 client accounts, making it one of the largest firms in the country by assets under management. The firm advises 136 charitable organizations. Of its 76,254 client accounts, 33% are held by high-net-worth investors who have greater than $1 million in investable 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. Fees for financial advice typically depend on the services. Fee types charged by Captrust likely are comprised of asset-based, hourly, fixed and performance-based fees.
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 Wisdom Work History
Andrew has been registered as a financial advisor for 1 years.*
Capfinancial Partners, LLC (Captrust)
Crescent Capital Consulting, LLC
*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 Wisdom to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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