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Luiz Boruchowski

25 Years of Experience
Miami, FL
1 DisclosureBroker

Luiz Boruchowski is a registered investment advisor at Andbanc Advisory LLC, based in Miami, FL, with 25 years of industry experience. Luiz is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 472 clients with $810M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
472 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$806.5M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.75%
$500K - $1.0M1.50%
$1.0M - $5.0M1.00%
$5.0M - $20.0M0.75%
$20.0M - $50.0M0.60%
$50M+0.50%

Fees are negotiable and subject to a minimum fee of $500 per quarter. Certain qualified or non-U.S. investor portfolios may also be subject to a variable performance fee of up to 20%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

201 S. Biscayne Blvd., Suite 1100, Miami, FL, 33131

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History

Regulatory History (1)
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Employment Separation After Allegations
December 2025
Employment History
Current Registrations
Andbanc Advisory LLC
December 2025 - Present · 10 mos
Andbanc Brokerage, LLCBroker
December 2025 - Present · 10 mos
Previous Registrations
Morgan Stanley
November 2012 - December 2025 · 13 yrs 1 mo
Morgan StanleyBroker
October 2012 - December 2025 · 13 yrs 2 mos
Wells Fargo Advisors, LLC
March 2008 - October 2012 · 4 yrs 7 mos
Wells Fargo Advisors, LLCBroker
July 2003 - October 2012 · 9 yrs 3 mos
Prudential Securities IncorporatedBroker
June 2001 - July 2003 · 2 yrs 1 mo
State Registrations20 states
AZCACOCTDCDEFLGAIAMAMDMIMNNJNYOHPRTXVTWY
AdvisorBrokerBoth

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.
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