Andrew Pastrikos is a registered investment advisor at Roscoe Capital Management, LLC, based in Fort Myers, FL, with 12 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 19 clients with $8M 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 | 1.00% |
For accredited investors, the firm offers a performance-based fee. The performance fee is 20% of the annualized account profit that occurs over a seven percent (7%) “hurdle rate,” which is subject to a “high-water mark.”
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Location
Fort Myers, FL
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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
Roscoe Capital Management, LLC
Previous Registrations
Jefferies Investment Advisers, LLC
State Registrations2 states
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