AF
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
45 advisors
Number of Clients
3,888 clients
Average Client Portfolio
$472K average
Assets Under Management
$1.8B
Fee Structure
Financial Plan Fee:$1,500 - $10,000
Hourly Rate:Up to $350/hr
The maximum annual fee for asset management and comprehensive portfolio management is 2.00%, billed quarterly in advance. Financial planning fees range from $1,500 to $10,000 on a flat fee basis, or up to $350 per hour. Retirement plan consulting is billed hourly (up to $250/hour), flat fee ($750-$10,000), or as a percentage of plan assets (up to 2.00%). Fees are negotiable.
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningEducation PlanningTax Planning
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Advisor Information
Office location
201 E. Sandpointe Avenue, #460, South Coast Metro, CA, 92707
Get directionsRegulatory History (1)
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Judgment / Lien
August 2019Other Business Activities
Andrew is associated with Golden State Wealth Management as a DBA for his LPL business and as a Registered Investment Advisor. He also provides investment advisory services through Golden State Asset Management, LLC, but spends minimal time on this activity.
Employment History
Current Registrations
Golden State Wealth Management, LLC
March 2015 - Present · 10 yrs 10 mos
LPL Financial LLC
March 2015 - Present · 10 yrs 10 mos
LPL Financial LLC Broker
March 2015 - Present · 10 yrs 10 mos
Previous Registrations
First Investors Advisory Services, LLC
June 2014 - March 2015 · 9 mos
First Investors CorporationBroker
May 2011 - March 2015 · 3 yrs 10 mos
State Registrations1 state
CA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.