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CFA

Tanner Dance

Andina Advisors
11 Years of Experience
Providence, UT
View SEC Summary
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Tanner Dance is a CFA-designated registered investment advisor at Andina Advisors, based in Providence, UT, with 11 years of industry experience. Tanner operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Estate Planning, High Net Worth, and 4 more. Their firm serves 711 clients with $1.3B in assets under management.

Andina Advisors
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
711 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are calculated in advance based on quarter-ending market values at a maximum rate of 2.00% annually. Cash, cash equivalents, and certain exchange-traded funds in flex accounts are charged a reduced fee of 0.20% per annum.

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

530 W 465 N, Suite 707, Providence, UT, 84332

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Tanner is a 2.5% owner and member of Tridas Air, LLC, a non-investment related entity. He performs no duties and dedicates minimal time to this activity.

Employment History
Current Registrations
Andina Advisors
April 2022 - Present · 4 yrs 6 mos
Previous Registrations
Core Capital Wealth Management, LLC
September 2020 - June 2022 · 1 yr 9 mos
Onedigital Investment Advisors
September 2020 - April 2022 · 1 yr 7 mos
Core Capital Wealth Management, LLC
March 2020 - September 2020 · 6 mos
Adams Wealth Advisors
October 2017 - January 2020 · 2 yrs 3 mos
Allegis Investment Advisors, LLC
July 2015 - October 2017 · 2 yrs 3 mos
Stratos Wealth Partners, LTD
August 2014 - June 2015 · 10 mos
State Registrations1 state
UT
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.
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