Andrew Tseng is a CFA-designated registered investment advisor at Bramble Hill Capital Management, LLC, based in Cohasset, MA, with 15 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. Their firm serves 1 clients with $61M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bramble Hill charges a quarterly management fee of 0.375% (1.50% annually) on your account balance. In addition, Bramble Hill receives a performance allocation equal to 20% of net profits above a 6% annualized return. The performance allocation is subject to a loss carryforward provision. These fees are generally not negotiable, but Bramble Hill reserves the right to offer different fee arrangements.
Location
Cohasset, MA
Get directionsHistory
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
Bramble Hill Capital Management, LLC
Previous Registrations
Werres, Tseng & CO., LLC
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.