Andrew D'souza is a registered investment advisor at Lord, Abbett & CO. LLC, based in Jersey City, NJ, with 26 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.75% |
| $10.0M - $50.0M | 0.50% |
| $50.0M - $100.0M | 0.35% |
| $100.0M - $200.0M | 0.25% |
| $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
Location
30 Hudson Street, Jersey City, NJ, 07302-4804
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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 →Employment History
Current Registrations
Lord, Abbett & CO. LLC
Lord Abbett Distributor LLCBroker
Previous Registrations
Evergreen Investment Services, INC.Broker
State Registrations52 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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