Rodney Andrae is a registered investment advisor at Andrae Financial Services LLC, based in Darlington, WI, with 10 years of industry experience. Rodney operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 26 clients with $7M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.70% |
| $500K - $1.0M | 0.60% |
| $1M+ | 0.45% |
Fees are negotiable based on the type of client, complexity of the client's situation, the composition of the client's account, the potential for additional account deposits, the relationship of the client with the investment adviser representative, and the total amount of assets under management for the client.
Fee Estimator
Location
Darlington, WI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Rodney performs data entry, payroll, and clerical duties. This is a full-time, non-investment related activity.
Employment History
Current Registrations
Andrae Financial Services LLC
State Registrations1 state
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