Andrew Sosnowitz
Andrew Sosnowitz is a registered investment advisor at Buttonwood Capital Management (bcm), based in Scottsdale, AZ, with 26 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 351 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.65% |
| $25M+ | Included |
Fees are customized for accounts over $25,000,000.
Fee Estimator
Location
17550 North Perimeter Drive, Suite 100, Scottsdale, AZ, 85255
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Andrew is a registered investment advisor with Buttonwood Capital Management since 2015, dedicating nearly full-time hours to this role. He also operates a DBA for his LPL business under Buttonwood Capital Management, spending about a quarter of his time on brokerage and financial advisor activities.
Employment History
Current Registrations
Buttonwood Capital Management (bcm)
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Pruco Securities CorporationBroker
State Registrations6 states
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