AF
AF

Andrew Fox

27 Years of Experience
Jersey City, NJ
1 DisclosureBroker

Andrew Fox is a registered investment advisor at Lord, Abbett & CO. LLC, based in Jersey City, NJ, with 27 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 High Net Worth, Investment Management, Retirement Planning. Their firm serves 25,775 clients with $270B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
207 advisors
Number of Clients
25,775 clients
Average Client Portfolio
$10.5M average
Assets Under Management
$270.4B

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $10.0M0.75%
$10.0M - $50.0M0.50%
$50.0M - $100.0M0.35%
$100.0M - $200.0M0.25%
$200M+0.20%

Schedule represents Large Cap Value institutional strategy. Lord Abbett offers various strategies with distinct fee schedules, and fees are negotiable for larger accounts.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

30 Hudson Street, Jersey City, NJ, 07302-4804

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History

Regulatory History (1)
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Criminal
December 1995
Final Disposition
Employment History
Current Registrations
Lord, Abbett & CO. LLC
October 2002 - Present · 24 yrs
Lord Abbett Distributor LLCBroker
June 2001 - Present · 25 yrs 4 mos
Previous Registrations
Prudential Securities IncorporatedBroker
April 1999 - June 2001 · 2 yrs 2 mos
State Registrations52 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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