Andrew Nardella is a registered investment advisor at Orchard Advisors, based in Cazenovia, NY, with 5 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 281 clients with $89M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
281 clients
Average Client Portfolio
$317K average
Assets Under Management
$89.2M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fee starts at 1.50% of assets under management and is negotiable. Separate schedule applies to qualified retirement plans.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Cazenovia, NY
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Regulatory History (4)
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Customer Dispute
May 2020Denied
Employment Separation After Allegations
March 2016Judgment / Lien
February 2015Customer Dispute
October 2008Settled
Employment History
Current Registrations
Orchard Advisors
June 2021 - Present · 5 yrs 4 mos
State Registrations1 state
NY
Advisor
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
No exam information available for this advisor.