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Andrew Roseberry

Consolidated Financial
31 Years of Experience
Dublin, OH
1 DisclosureMay Earn CommissionSells Insurance
View SEC Summary
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Andrew Roseberry is a registered investment advisor at Consolidated Financial, based in Dublin, OH, with 31 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 760 clients with $590M in assets under management.

Consolidated Financial
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
760 clients
Average Client Portfolio
$775K average
Assets Under Management
$588.7M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.50%
$100K - $250K1.00%
$250K - $500K0.90%
$500K - $1.0M0.80%
$1.0M - $2.5M0.70%
$2.5M+0.70%

Fees for amounts over $2,500,000 are negotiable. Related client accounts may be grouped together for fee calculation purposes.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

5850 Venture Dr, Suite A, Dublin, OH, 43017

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
September 2019
Final
View Full SEC ReportHow to Read Disclosures
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 9 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.
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