Andrew Amoroso is a registered investment advisor at Abraham & CO., INC., based in Gig Harbor, WA, with 4 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 355 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Abraham & Co. charges an annual fee based on the value of your managed account. The fee is calculated on the average daily balance and billed monthly or quarterly. The rate decreases as your account value increases:
- $50,000-$250,000: 1.50% per year
- $250,000-$500,000: 1.25% per year
- $500,000-$1,500,000: 1.00% per year
- $1,500,000 - $3 million: 0.90% per year
- Over $3 million: Negotiated rate
Location
Gig Harbor, WA
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Regulatory History
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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Andrew is a Notary Public for Amoroso Enterprises LLC since 2021, notarizing documents for title companies and individuals. He dedicates a few hours per week to this business.
Employment History
Current Registrations
Abraham & CO., INC.
State Registrations2 states
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