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Andrew Roseberry
31 Years of Experience
Dublin, OH
1 DisclosureMay Earn CommissionSells Insurance
Andrew Roseberry is a registered investment advisor at Consolidated Financial, based in Dublin, OH, with 31 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 666 clients with $520M in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
666 clients
Average Client Portfolio
$775K average
Assets Under Management
$516.0M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.00% |
| $250K - $500K | 0.90% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.5M | 0.70% |
| $2.5M+ | 0.70% |
Advisory fees are negotiable. CFMG may group certain related client accounts for the purposes of determining the annualized fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
5850 Venture Dr, Suite A, Dublin, OH, 43017
Get directionsHistory
Regulatory History (1)
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Regulatory
September 2019Final
Other Business ActivitiesSells Insurance
Andrew is an independent insurance agent selling property and casualty insurance.
Employment History
Current Registrations
Consolidated Financial
January 2009 - Present · 17 yrs 4 mos
Previous Registrations
Lincoln InvestmentBroker
August 2010 - July 2012 · 1 yr 11 mos
Consolidated Financial
May 2008 - December 2008 · 7 mos
Consolidated Financial
January 2002 - December 2006 · 4 yrs 11 mos
Great American Advisors, INC.Broker
March 2001 - August 2010 · 9 yrs 5 mos
Linsco/private Ledger CORP.Broker
September 1998 - April 2001 · 2 yrs 7 mos
Olde Discount CorporationBroker
March 1995 - October 1998 · 3 yrs 7 mos
State Registrations2 states
OHTX
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.