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Andrew Hoskins

8 Years of Experience
Arlington, VA
Sells Insurance

Andrew Hoskins is a registered investment advisor at Interactive Financial Advisors, based in Arlington, VA, with 8 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 1,307 clients with $240M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
34 advisors
Number of Clients
1,307 clients
Average Client Portfolio
$184K average
Assets Under Management
$240.4M

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $25K2.45%
$25K - $50K2.40%
$50K - $250K2.30%
$250K - $500K1.91%
$500K - $1.0M1.82%
$1M+1.70%

Rates reflect the maximum range for non-403b Invest With Trust accounts. Fees are negotiable for Invest With Trust services. Accounts also incur quarterly service fees of $10 to $18.75.

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

Arlington, VA

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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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Other Business ActivitiesSells Insurance

Andrew is an independent contractor for Shenandoah Financial Advisors and works in operations for Interactive Financial Advisors, taking about a quarter of his time. He is also a licensed independent insurance agent and earns commissions from insurance transactions.

Employment History
Current Registrations
Interactive Financial Advisors
August 2018 - Present · 8 yrs 2 mos
State Registrations1 state
VA
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.
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