Andrew Robinson is a registered investment advisor at Robinson, Andrew, based in Ewa Beach, HI. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.50% |
Fees are calculated monthly in arrears. Clients pay separate transaction costs and commissions to the brokerage firm.
Fee Estimator
Location
Ewa Beach, HI
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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 →Employment History
Current Registrations
Robinson, Andrew
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
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