Andrew Nardella is a registered investment advisor at Orchard Advisors, based in Cazenovia, NY, with 32 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 305 clients with $74M 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% |
The annual fee for investment advisory services generally starts at 1.50% and is based on a percentage of assets under management. The AUM fee is negotiable at the discretion of Orchard Advisors. Discounts may be offered to family members and friends of associated persons of the firm.
Fee Estimator
Location
Cazenovia, NY
Get directionsHistory
Regulatory History (5)
Customer Dispute
May 2020Employment Separation After Allegations
March 2016Judgment / Lien
February 2015Customer Dispute
October 2013Customer Dispute
October 2008Employment History
Current Registrations
Orchard Advisors
Previous Registrations
First Allied Securities, INC.Broker
1st Discount Brokerage, INC.Broker
A. G. Edwards & Sons, INC.Broker
Fahnestock & CO., INC.Broker
Reich & CO., INC.Broker
Jw Charles Securities, INC.Broker
Corporate Securities Group, INC.Broker
Reich & CO., INC.Broker
Global America IncorporatedBroker
D. H. Blair & CO., INC.Broker
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.