AS
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Andrew Schiff

18 Years of Experience
New York, NY
1 DisclosureBroker

Andrew Schiff is a registered investment advisor at A.G.P / Alliance Global Partners, based in New York, NY, with 18 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, Retirement Planning. Their firm serves 6,959 clients with $2.3B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
131 advisors
Number of Clients
6,959 clients
Average Client Portfolio
$331K average
Assets Under Management
$2.3B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any3.00%

Fees are negotiable and range up to 3% for the Portfolio Adviser II and EPC programs, up to 2% for the Wrap Fee Program, and up to 2.5% for other third-party management programs.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

590 Madison Avenue, 28th Floor, New York, NY, 10022

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History

Regulatory History (1)
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Customer Dispute
July 2020
Withdrawn
Other Business Activities

Andrew is the trustee of the PDS Family Hycet Trust since 2012. He also receives royalties from a non-investment-related book published in 2012, requiring minimal time.

Employment History
Current Registrations
A.G.P / Alliance Global Partners
October 2015 - Present · 11 yrs
A.G.P. / Alliance Global PartnersBroker
October 2015 - Present · 11 yrs
Previous Registrations
Euro Pacific Capital, INC.Broker
March 2008 - September 2015 · 7 yrs 6 mos
State Registrations52 states
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AdvisorBrokerBoth

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
No exam information available for this advisor.
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