Andrew Cohen
Andrew Cohen is a registered investment advisor at Osaic Wealth, INC., based in Ventnor City, NJ, with 28 years of industry experience. Andrew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 5 more. Their firm serves 575,512 clients with $230B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers several investment management programs where fees are charged as an annual percentage of your portfolio, typically billed monthly or quarterly. Because individual financial professionals negotiate their own fee schedules and programs vary by platform, exact rates depend on the specific account type and manager selected.
- Advisor Managed Portfolios and Unified Managed Account Programs — Fees vary based on negotiations with your financial professional and the specific asset allocation models or third-party managers chosen.
- Plan Participant Retirement Program — Annual management fees charge up to 3.00% of your account assets, structured as a fixed percentage or a tiered fee schedule.
- Program Annuities — Annual advisory fees for managing outside annuities will not exceed 1.50% of program assets for new accounts.
Account minimums vary widely by program, ranging from $5,500 to $10,000 for certain automated or platform accounts, while other programs depend on the specific investment product or third-party manager.
Location
Ventnor City, NJ
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2017Customer Dispute
January 2016Other Business ActivitiesSells Insurance
Andrew is an insurance agent with Atrium Financial Associates, offering fixed annuities, health, life, employee benefits, and long-term care insurance, dedicating about 10-20% of his time. He is also President/Owner of Atrium Financial Associates, LLC, and an Investment Advisor Representative with Woodbury Financial Services, Inc., and serves on multiple boards.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Questar Asset Management, INC.
Questar Capital CorporationBroker
Securities America, INC.Broker
Securities America Advisors, INC.
LPL Financial Corporation
LPL Financial CorporationBroker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
State Registrations19 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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