Andrew Ghazal
Andrew Ghazal is a registered investment advisor at Orion Financial Advisors, based in Voorhees, NJ, with 14 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, Retirement Planning. Their firm serves 57 clients with $17M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $5.0M | 1.50% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.40% |
Fees are negotiable at the sole discretion of Orion Financial Advisors. Certain legacy clients may be billed under different fee schedules.
Fee Estimator
Location
141 Cooper Rd, Voorhees, NJ, 08043
Get directionsHistory
Regulatory History (1)
Judgment / Lien
December 2021Other Business ActivitiesSells Insurance
Andrew is an independent advisor for Orion Financial Advisors LLC, selling life and health insurance (about 10-20% of his time). He is also a mortgage loan officer with Guardian Mortgage Group and a shareholder in Gazelle, Inc., a travel agency, dedicating minimal time to each.
Employment History
Current Registrations
Orion Financial Advisors
Previous Registrations
Guardian Solutions
Guardian Solutions
Merrill Lynch, Pierce, Fenner & Smith Incorporated
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.
Exams
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