Andre Green
Andre Green is a registered investment advisor at Ollie Grant Private Wealth, based in Queens, NY, with 1 years of industry experience. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1 clients with $12M 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 $1.5M | 1.95% |
| $1.5M - $5.0M | 1.75% |
| $5M+ | 1.50% |
Fees are calculated and paid quarterly based on market value at the end of the preceding quarter.
Fee Estimator
Location
Queens, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Ollie Grant Private Wealth
State Registrations3 states
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