CFP
CFP
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
565 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$631.3M
Fee Structure
Minimum Investment:$1M
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Management fees are negotiable and may vary, depending on the complexity of the client’s financial situation. For amounts over $5,000,001, the fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact
Allan William Moskowitz
Location
6317 Fairmount Ave, El Cerrito, CA, 94530
Get directionsHistory
Regulatory History (1)
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Criminal
July 1969Final Disposition
Other Business Activities
Allan owns real estate rental property in Richmond, CA and El Cerrito, CA. This activity is not investment-related.
Employment History
Current Registrations
Mason & Associates, INC.
September 2025 - Present · 5 mos
Transformative Wealth Management LLC
June 2016 - Present · 9 yrs 8 mos
Previous Registrations
Protected Investors of America
August 2008 - July 2016 · 7 yrs 11 mos
Financial West Group
April 2000 - August 2008 · 8 yrs 4 mos
State Registrations2 states
CANM
Advisor
Exams
No exam information available for this advisor.
Additional Information
Allan Moskowitz has over 30 years experience in delivering a client values driven approach in financial services and Sustainable, Responsible, Impact (SRI/ESG) Investing
Contact
Allan William Moskowitz