AO
CFA
AO
CFA

Andrew Oskoui

12 Years of Experience
Austin, TX

Andrew Oskoui is a CFA-designated registered investment advisor at Blue Tower Asset Management, LLC, based in Austin, TX, 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 Investment Management. Their firm serves 38 clients with $30M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
38 clients
Average Client Portfolio
$799K average
Assets Under Management
$30.4M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.50%
$500K - $2.5M1.30%
$2.5M+1.10%

Account management fees are negotiable.

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

311 Ranch Road 620 S, Suite 111, Austin, TX, 78734-4749

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Blue Tower Asset Management, LLC
November 2014 - Present · 11 yrs 6 mos
Previous Registrations
Allometric Research and Management, LLC
January 2014 - November 2014 · 10 mos
Allometric Research and Management, LLC
December 2013 - December 2013 · 0 mos
State Registrations1 state
TX
Advisor

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.