Andrew Greenstein
Andrew Greenstein is a registered investment advisor at Tradealgo Wealth Management LLC DBA Fincera, based in Basking Ridge, NJ, with 4 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.35% |
| $500K - $1.0M | 1.35% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.75% |
| $25M+ | 0.75% |
Standard advisory fee is 1.50% per year. Wealth Series Atlas (under $100,000 accounts) has a 1.75% fee with a $600 minimum annual fee. Wealth Series Titan ($100,000–<$1,000,000) has a 1.50% on the first $500,000; 1.35% on the next $500,000. Midas Link (performance-eligible strategy) has a 1.00% per year plus 20% of positive excess return over the agreed benchmark, with a perpetual high-water mark; For relationships over $5,000,000, we may reduce the advisory fee to 0.75% per year plus 20% performance, at our discretion.
Fee Estimator
Location
Basking Ridge, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Andrew works as Of Counsel at Hess Legal Counsel, providing legal counsel to clients, and as an outsourced legal consultant for EXOS Financial. He also volunteers as Assistant Secretary and Board of Trustee for Congregation B'nai Israel.
Employment History
Current Registrations
Tradealgo Wealth Management LLC DBA Fincera
State Registrations1 state
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