AH

Andrew William Hoskins

25 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
95 advisors
Number of Clients
15,732 clients
Average Client Portfolio
$222K average
Assets Under Management
$3.5B

Fee Structure

Minimum Investment:$5K
Financial Plan Fee:$350 - $10,000
Hourly Rate:$100 - $400/hr

Fees for asset management are negotiable, with a maximum of 3.0%. Financial planning fees range from $350 to $10,000 on a fixed fee basis, or $100 to $400 hourly. A planning subscription service is also available, ranging from $50 to $500 monthly, or $150 to $1,500 quarterly. Retirement plan consulting fees are based on a percentage of plan assets (up to 1.00% annually), hourly (up to $400 per hour), or a flat rate.

Areas of Practice
Retirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningBusiness Owners
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Advisor Information

Office location

9040 Town Center Pkwy, Lakewood Ranch, FL, 34202

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Andrew operates his LPL business under the DBA The Hoskins / Ramirez Group since 2009. He also provides investment advisory services through Good Life Advisors, LLC, dedicating about 10-20% of his time to this activity.

Employment History
Current Registrations
Good Life Advisors, LLC
November 2018 - Present · 7 yrs 2 mos
LPL Financial LLC Broker
February 2009 - Present · 16 yrs 11 mos
Previous Registrations
Independent Financial Partners
June 2011 - December 2018 · 7 yrs 6 mos
LPL Financial LLC
February 2009 - December 2011 · 2 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2000 - February 2009 · 8 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
July 2000 - February 2009 · 8 yrs 7 mos
State Registrations11 states
FLGAINMDMINMPAPRSCTNTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.