Andrew Osher is a registered investment advisor at Resolute Partners Group, based in Greenbrae, CA, with 5 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 28 clients with $1.8B 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 $30.0M | 0.75% |
| $30M+ | 0.50% |
Fees are negotiable. RPG may charge a lesser or higher investment advisory fee, charge a flat fee, waive applicable minimum asset or minimum fee levels, waive its fee entirely, or charge fee on a different interval, based upon certain criteria.
Fee Estimator
Location
Greenbrae, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Resolute Partners Group
State Registrations1 state
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