Andrew Cosgrove
Andrew Cosgrove is a CFA-designated registered investment advisor at Bluestone® Financial Advisors, LLC, based in Bethesda, MD, with 18 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, Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 50 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management is offered as part of Bluestone Financial Advisors' retainer service. The firm may manage investments with or without discretion. The fees for investment management are included in the overall fixed monthly retainer fee, which ranges from $1,000 to $6,000 per business owner or partner, depending on the complexity of their financial situation. This fee is separate from brokerage commissions and other charges imposed by financial institutions.
Location
7910 Woodmont Avenue, Suite 1350, Bethesda, MD, 20814
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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 →Employment History
Current Registrations
Bluestone® Financial Advisors, LLC
Previous Registrations
H. Beck, INC.
State Registrations2 states
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.