Antonio Andrade is a CFP-designated registered investment advisor at Antonio Andrade, CFP, based in Ukiah, CA, with 7 years of industry experience. Antonio operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 13 clients with $11M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Antonio Andrade provides investment advisory services in conjunction with ongoing planning and tax preparation services on a retainer basis. The fees are based on the nature, range, and complexity of the services provided, as well as the assets under management. A minimum asset base of $100,000 is generally required. All fees are subject to negotiation.
Location
401 West Mill Street, Suite 1, Ukiah, CA, 95482-5435
Get directionsHistory
Regulatory History (1)
Criminal
September 1971Other Business Activities
Antonio owns an income tax preparation business for individuals since 1983. The business is seasonal, taking about 10-20% of his time in February, about a quarter of his time in March, and about a quarter of his time in April, with minimal time commitment the rest of the year.
Employment History
Current Registrations
Antonio Andrade, CFP
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.