Andrew Comstock
Advisor at Beyond Wealth
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.
Advisor at Beyond Wealth
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.
Location
Overland Park, KS 66210
Credentials
CFA®
Industry experience
16 years
Andrew Comstock is a CFA® charterholder with 16 years of industry experience. He has been with Castlebar Asset Management since 2012. He is based in Overland Park, KS, and is affiliated with Beyond Wealth. Beyond Wealth provides comprehensive financial planning and investment management to individuals, charitable institutions, foundations, and businesses, offering these services as a bundled engagement. The firm uses a strategic asset-allocation framework and fundamental equity analysis focused on lower-risk stocks over a multi-year horizon, with options for portfolio customization and socially responsible investment screening.
Based on Beyond Wealth
$0 - $250,000: 1.25% $250,000 - $1,000,000: 1.00% $1,000,000 - $3,000,000: 0.75% $3,000,000 - $5,000,000: 0.65% $5,000,000+: 0.50%
Engagement fee of $3,500 at start of advisory relationship for Comprehensive Financial Planning with Investment Management services
Minimum fee: Minimum ongoing fee of $4,000 per year ($1,000 per quarter) for Comprehensive Financial Planning with Investment Management services
11225 College Blvd, Suite 115
Overland Park, KS 66210
Kansas · Texas
Castlebar Asset Management
2012 - Present (14 years)
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