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.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
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.
60 Pointe Place Suite 35, Dover, NH, 03820
Get directionsAndrew 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.
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