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Andrew Soter Investment Consultants, Inc. (Ventura)


Andrew Soter Investment Consultants, Inc. is an adviser based in Ventura. It manages $32 million of regulatory assets for 49 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of California.

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Andrew Soter Investment Consultants provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Andrew Soter Investment Consultants: assets under management

The assets under management (AUM) of Andrew Soter Investment Consultants, Inc. is $32 million. The firm's AUM has gone down by -7% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $18.7 million in discretionary accounts and $13.3 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $850 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $492.59 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Andrew Soter Investment Consultants, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Ventura

The principal office where Andrew Soter Investment Consultants, Inc. performs its advisory services is located at 1309 Beachmont St., Ventura, CA 93001, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 805-658-1730 or by fax 805-658-1730. The normal business hours are 9:00 to 16:00 on Monday - Friday. You can find more information about the New York firm at www.investasic.com.


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