Andrew Rosenberger
Andrew Rosenberger is a CFA-designated registered investment advisor at Orion Portfolio Solutions, LLC, based in Berwyn, PA, with 20 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. Their firm serves 187,975 clients with $65B 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 | 0.60% |
| $1.0M - $2.0M | 0.50% |
| $2.0M - $3.0M | 0.45% |
| $3.0M - $4.0M | 0.40% |
| $4.0M - $5.0M | 0.35% |
| $5M+ | 0.30% |
Schedule reflects administration fees for the Wealth Advisory program on the Orion Portfolio Solutions platform. Other programs have separate fee schedules (e.g., Brinker Capital Wealth Advisory at a flat 0.65%, Core Guided Manager starting at 0.35%). An annual $75 fee applies to accounts or sleeves under $100,000. Fees are negotiable.
Fee Estimator
Location
1055 Westlakes Drive, Suite 250, Berwyn, PA, 19312
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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 joint owner of ACTG Holdings L.L.C., an LLC created for asset protection and to hold real estate properties since 2020. He spends minimal time on this activity, outside of business hours.
Employment History
Current Registrations
Orion Portfolio Solutions, LLC
Brinker Capital Securities, LLCBroker
Previous Registrations
Orion Portfolio Solutions, LLC
Brinker Capital Investments, LLC.
Brinker Capital 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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