Andrew Sohn
Andrew Sohn is a ChFC-designated registered investment advisor at Bridgeport Financial Solutions, based in Moultonborough, NH, with 28 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, Divorce Planning, Education Planning, Estate Planning, and 7 more. Their firm serves 920 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.80% |
The fee schedule applies the corresponding annual fee to the entire portfolio amount based on the total asset level. Fees are negotiable and may not exceed 2% as an annualized fee.
Fee Estimator
Location
Moultonborough, NH
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2004Other Business ActivitiesSells Insurance
Andrew is involved in various outside business activities, including serving on the board of trustees for The Fenn School and as a corporator for Emerson Hospital. He is also an independent insurance agent, dedicating a few hours per week to this role.
Employment History
Current Registrations
Bridgeport Financial Solutions
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations4 states
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
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