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Andrew Schoenfeld

Kingswood Wealth Advisors, LLC
35 Years of Experience
New York, NY
View SEC Summary
View SEC Summary

Andrew Schoenfeld is a registered investment advisor at Kingswood Wealth Advisors, LLC, based in New York, NY, with 35 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 5 more. Their firm serves 11,425 clients with $3.8B in assets under management.

Kingswood Wealth Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
122 advisors
Number of Clients
11,425 clients
Average Client Portfolio
$333K average
Assets Under Management
$3.8B

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Fees range up to 2.5% annually and are fully negotiable. Different financial advisors may utilize different fee schedules. A platform fee of up to 0.30% may also apply.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

New York, NY

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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 Activities

Andrew is an investment advisor and principal at BondHarbor Financial Advisors LLC, dedicating about a quarter of his time to providing investment advice and another quarter to trading. He manages portfolios for his clients.

Employment History
Current Registrations
Kingswood Wealth Advisors, LLC
April 2024 - Present · 2 yrs 6 mos
Previous Registrations
Edge Wealth Management, LLC
December 2021 - April 2024 · 2 yrs 4 mos
Brean Capital, LLCBroker
November 2018 - January 2020 · 1 yr 2 mos
Hunt Financial SecuritiesBroker
July 2017 - November 2018 · 1 yr 4 mos
Sandler, O'neill & Partners, L.P.Broker
November 2008 - April 2017 · 8 yrs 5 mos
Barclays Capital INC.Broker
September 2008 - October 2008 · 1 mo
Lehman Brothers INC.Broker
March 2001 - September 2008 · 7 yrs 6 mos
Sg Cowen Securities CorporationBroker
April 1997 - March 2000 · 2 yrs 11 mos
UBS Securities LLCBroker
September 1996 - April 1997 · 7 mos
Nomura Securities International, INC.Broker
November 1988 - September 1996 · 7 yrs 10 mos
Exco-Rmj Special Brokerage, INC.Broker
June 1988 - November 1988 · 5 mos
Rmj Securities CORP.Broker
June 1988 - November 1988 · 5 mos
Dillon, Read & CO. INC.Broker
November 1987 - June 1988 · 7 mos
State Registrations2 states
MDNY
Advisor

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.
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