Andrew Koskie

24 Years of Experience

Broker

Andrew Koskie is a registered investment advisor at Avantax Planning Partners, INC., based in St Paul, MN, with 24 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, Retirement Planning. Their firm serves 8,371 clients with $6.9B in assets under management.

Avantax Planning Partners, INC.

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

Firm Size

267 advisors

Number of Clients

8,371 clients

Average Client Portfolio

$828K average

Assets Under Management

$6.9B

Fee Structure

Minimum Investment:None

Planning is included in investment management

Portfolio-Based Fees (Tiered)

Portfolio Value	Annual Fee
Up to $1.0M	1.25%
$1.0M - $2.0M	1.00%
$2.0M - $5.0M	0.75%
$5M+	0.60%

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

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Location

400 Robert St N, Ste 800, St Paul, MN, 55101

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History

Regulatory History

Clean regulatory record

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.

Other Business Activities

Andrew owns a landscaping and lawnmowing business since 2013, dedicating minimal time to it. This activity is not investment-related.

Employment History