Andrew Mulindwa is a CFA-designated registered investment advisor at Cognis Retirement Group LLC, based in Phoenix, AZ, with 11 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Cognis Retirement Group offers investment management services for retirement plans and participants.
For retirement plans, the annual fee is a percentage of the assets they manage. For participants, the annual fee is 0.35% of the assets they manage.
CRG also offers a Managed Account Program (MAP) through iJoin, and Retirement Income Managed Account (RIMA) services through IncomeLab, both charging 0.35% annually.
Location
2325 E. Camelback Rd, Ste 400, Phoenix, AZ, 85016
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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 Director and Co-founder of Cognis Private Markets. He also works as a visiting professor at local universities.
Employment History
Current Registrations
Cognis Retirement Group LLC
Previous Registrations
Cognis Retirement Group LLC
Cognis Retirement Group LLC
Cognis Group, LLC
Zeta Capital Markets, 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.