Andrew Cabrera
Andrew Cabrera is a registered investment advisor at Matrix Private Wealth Management INC., based in Lake Success, NY, with 1 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 60 clients with $14M 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 | 1.50% |
Advisory fees are negotiable.
Fee Estimator
Location
1979 Marcus Avenue, Suite 210, Lake Success, NY, 11042
Get directionsHistory
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 ActivitiesSells Insurance
Andrew is a licensed insurance agent with Colonial Life, selling life and health insurance in New York and New Jersey. This activity takes about a quarter of his time.
Employment History
Current Registrations
Matrix Private Wealth Management INC.
State Registrations1 state
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