AT
CFP · ChFC
AT
CFP · ChFC

Andrew Trowbridge

10 Years of Experience
Dover, NH
1 DisclosureBroker

Andrew Trowbridge is a CFP, ChFC-designated registered investment advisor at Edward Jones, based in Dover, NH, with 10 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 Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24113 advisors
Number of Clients
4,069,320 clients
Average Client Portfolio
$249K average
Assets Under Management
$1013.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.40%

The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.

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

60 Pointe Place Suite 35, Dover, NH, 03820

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2025
Settled
Other Business Activities

Andrew is a director at Trowbridge Group, LLC, a private estate interests company, since 2012. He spends minimal time on this activity, primarily receiving and depositing checks.

Employment History
Current Registrations
Edward Jones
October 2016 - Present · 10 yrs
Edward JonesBroker
July 2016 - Present · 10 yrs 3 mos
State Registrations20 states
CACOCTDCFLGAILMAMDMENCNHNYOHOKPASCTXVAVT
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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