Andrew Rader is a CFP-designated registered investment advisor at Sollinda Capital Management LLC, based in Miami, FL, with 13 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. Their firm serves 1,506 clients with $910M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sollinda Capital Management charges up to 2.25% annually on the total value of your investments. In addition, there is a strategy fee based on the investment strategy used, and a $4 monthly administration fee for documents and reports. The advisory fee can be negotiated. If you open an account mid-month, the initial fee will be adjusted for the days left in the month.
Location
1111 Brickell Ave, 10th Floor, Suite 68, Miami, FL, 33131
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Andrew is an investment advisor representative at Sollinda Capital Management, LLC, dedicating nearly full-time hours to this role. He also works as a broker/dealer at Capital Investment Group, Inc. for a few hours per week and owns a residential rental property through EIPO, LLC, requiring minimal time.
Employment History
Current Registrations
Sollinda Capital Management LLC
Capital Investment Group, INC.Broker
Previous Registrations
Capital Investment Advisory Services, LLC
Capital Investment Group, INC.Broker
PNC Investments
PNC InvestmentsBroker
Packerland Brokerage Services, INC.Broker
Packerland Brokerage Services, INC.
Capital Investment Advisory Services, LLC
Capital Investment Group, INC.Broker
State Registrations15 states
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.