Andrew Kotyuk
Andrew Kotyuk is a registered investment advisor at Alpha Wealth Management, LLC, based in Hemet, CA, with 22 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 7 more. Their firm serves 118 clients with $59M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.15% |
Maximum annual fee is up to 2.00% for standard asset management and up to 2.15% for comprehensive portfolio management. Fees are negotiable and billed monthly in advance.
Fee Estimator
Location
220 N San Jacinto Ave, Hemet, CA, 92543
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2008Other Business Activities
Andrew owns a percentage of real estate, is the owner of SoCal Propane LLC (dedicating about 10-20% of his time), and is CEO/Consultant for Cawston 90, LLC/ ANT Holdings Group, LLC (dedicating a few hours per week). He is also CEO of 5 Points, LLC and Ramona Land Development, dedicating a few hours per week to each.
Employment History
Current Registrations
Alpha Wealth Management, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
A. G. Edwards & Sons, INC.
State Registrations1 state
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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