Andrea
Sefler
Broyhill Asset Management, LLC
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About this Advisor
Andrea Sefler is a chartered financial analyst operating out of Charlotte, North Carolina, who has 5 years of industry experience. Sefler is on the advisory team at Broyhill Asset Management, LLC. During their career, the advisor has held roles at Broyhill Asset Management, Opans, LLC, Broyhill Asset Management, LLC and Independent Consultant. Sefler is able to advise clients in North Carolina and Texas. Broyhill Asset Management, LLC is a registered investment business based in Charlotte, NC. It controls $148 million in assets across its 88 customer accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. The firm serves one charities and foundations. Of its 88 client accounts, 55% are held by high-net-worth investors who have greater than $1 million in investable assets. Broyhill Asset Management, LLC performs a set of services, such as portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees charged by financial advisors usually vary depending on the financial services provided. Fees charged by Broyhill Asset Management, LLC can be comprised of any blend of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Broyhill Asset Management, LLC Brokerage Details
$148,432,040
5
88
$1,686,728
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Andrea Sefler Work History
Andrea has been registered as a financial advisor for 5 years.*
Broyhill Asset Management, LLC
Broyhill Asset Management
Independent Consultant
Opans, 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 Andrea Sefler 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 Broyhill Asset Management, LLC
Charlotte, NC
Charlotte, NC
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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