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Andrew Jonah Moskovitz

2 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
451 advisors
Number of Clients
24,340 clients
Average Client Portfolio
$5.9M average
Assets Under Management
$143.4B

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M2.00%
$1.0M - $2.0M1.50%
$2M+1.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

4340 Redwood Highway, Suite B-60, San Rafael, CA, 94903

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History

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 ActivitiesSells Insurance

Andrew operates Bryson Wealth Management as a DBA for his LPL business and as a registered investment advisor DBA, dedicating full-time hours to these activities. He also provides administrative support to Global Retirement Partners, another independent investment advisor firm, also dedicating full-time hours. Andrew also operates Bryson Insurance Agency, spending about a quarter of his time on it.

Employment History
Current Registrations
Global Retirement Partners LLC
March 2024 - Present · 1 yr 11 mos
LPL Financial LLCBroker
June 2023 - Present · 2 yrs 8 mos
State Registrations3 states
ARCANY
AdvisorBroker
Exams
No exam information available for this advisor.
Andrew Jonah Moskovitz - Financial Advisor | TrueAdvisor