Advisor at Roscoe Capital Management, LLC
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Firm
Roscoe Capital Management, LLC
Location
Fort Myers, FL
Credentials
Series 66
Industry experience
12 years
Andrew Pastrikos is a financial advisor with Roscoe Capital Management, LLC in Fort Myers, FL. He holds the Series 66 designation and has 12 years of industry experience. He has been with Roscoe Capital Management since 2015. Roscoe Capital Management provides discretionary portfolio management to individual and high-net-worth clients, applying a value-investing approach based on fundamental analysis. The firm offers both asset-based and performance-based fee arrangements and conducts periodic educational workshops on personal finance and investing.
Based on Roscoe Capital Management, LLC
Based on Roscoe Capital Management, LLC
1.00% per annum asset-based fee (25 basis points per quarter) based on average daily balance during the previous calendar quarter
20% of annualized account profit over a 7% hurdle rate, subject to a high-water mark, paid annually in arrears
Fort Myers, FL
Florida · New Jersey
Roscoe Capital Management, LLC
2015 - Present (11 years)
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Other specialized services
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