Andrew Cohen is a registered investment advisor at Prosperitas Financial, LLC, based in Valencia, CA, with 3 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 2,138 clients with $810M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee is up to 2.00%, billed monthly in advance. Fees are negotiable. Third-party money manager programs carry a maximum fee of up to 2.40%.
Fee Estimator
Location
25060 Avenue Stanford, #255, Valencia, CA, 91355
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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.
Learn about disclosures →Other Business Activities
Andrew is the principal attorney at the Law Offices of Andrew Cohen, working with clients to create trust and estate plans. This activity takes nearly full-time, including time during trading hours.
Employment History
Current Registrations
Prosperitas Financial, LLC
State Registrations1 state
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
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