Andrew Goo is a registered investment advisor at Trueplan Benefit and Retirement Advisors, based in Rensselaer, NY, with 12 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 48 clients with $4.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
HCSC offers investment advisory services to retirement plans and corporate entities, charging either a flat-rate fee, an asset-based fee, or tiered-rate fees. The specific fee structure is agreed upon in the client's Retirement Plan Services and Investment Advisory Agreement. Fees are negotiable and may vary based on the client's circumstances. HCSC does not provide investment advisory services directly to individual retirement plan participants.
Location
One Empire Drive, Rensselaer, NY, 12144
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Regulatory History
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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Andrew receives rental income from a two-family house he owns. This activity is not investment-related.
Employment History
Current Registrations
Healthcare Community Securities CORP.
Trueplan Benefit and Retirement Advisors
Healthcare Community Securities CORP.Broker
Previous Registrations
Transamerica Retirement Advisors, LLC
Transamerica Investors Securities CorporationBroker
Nationwide Investment Services CorporationBroker
State Registrations3 states
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