Andrew Fiscina
Andrew Fiscina is a registered investment advisor at Golden State Wealth Management, LLC, based in Powell, WY, with 15 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 Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 4,192 clients with $2.2B 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 | 2.00% |
Maximum annual fee for asset management and comprehensive portfolio management will not exceed 2.00%. Fees are negotiable and billed quarterly in advance. Different programs custodied with LPL Financial have separate maximum fee caps ranging up to 2.95%.
Fee Estimator
Location
254 E 2nd Street, Suite 2, Powell, WY, 82435
Get directionsHistory
Regulatory History (1)
Judgment / Lien
August 2019Other Business Activities
Andrew is associated with Golden State Wealth Management as a DBA for his LPL business and as a Registered Investment Advisor. He also provides investment advisory services through Golden State Asset Management, LLC, but spends minimal time on this activity.
Employment History
Current Registrations
Golden State Wealth Management, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
First Investors Advisory Services, LLC
First Investors CorporationBroker
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.
Exams
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