AS
AS

Andrew Schiff

17 Years of Experience
1 DisclosureBroker

Andrew Schiff is a registered investment advisor at A.G.P / Alliance Global Partners, based in New York, NY, with 17 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 6,959 clients with $2.3B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
128 advisors
Number of Clients
6,959 clients
Average Client Portfolio
$331K average
Assets Under Management
$2.3B

Fee Structure

Minimum Investment:$10K

A.G.P. charges a percentage of your portfolio each year, up to 3%. The exact fee is negotiable and will be outlined in your investment management agreement. Fees are payable quarterly in advance. A.G.P. may group related accounts to calculate your fee. A.G.P. also offers a wrap account with fees up to 2% annually, which includes advisory, brokerage, and custodial services.

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Location

590 Madison Avenue, 28th Floor, New York, NY, 10022

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History

Regulatory History (1)
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Customer Dispute
July 2020
Withdrawn
Other Business Activities

Andrew is the trustee of the PDS Family Hycet Trust since 2012. He also receives royalties from a non-investment-related book published in 2012, requiring minimal time.

Employment History
Current Registrations
A.G.P / Alliance Global Partners
October 2015 - Present · 10 yrs 6 mos
A.G.P. / Alliance Global PartnersBroker
October 2015 - Present · 10 yrs 6 mos
Previous Registrations
Euro Pacific Capital, INC.Broker
March 2008 - September 2015 · 7 yrs 6 mos
State Registrations52 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.