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Andres Gandara

Angelus Investment Consulting, INC.
11 Years of Experience
Coral Gables, FL
Broker
View SEC Summary
View SEC Summary

Andres Gandara is a registered investment advisor at Angelus Investment Consulting, INC., based in Coral Gables, FL, with 11 years of industry experience. Andres is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 30 clients with $230M in assets under management.

Angelus Investment Consulting, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
30 clients
Average Client Portfolio
$7.5M average
Assets Under Management
$226.0M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.00%
$500K - $1.0M1.50%
$1.0M - $10.0M1.25%
$10M+1.00%

Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2100 Ponce de Leon Blvd., Suite 960, Coral Gables, FL, 33134

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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

Andres is a registered investment advisor (RIA) with Insight Securities, Inc. since 2015. He also co-manages Quinta Trinitaria LLC with his wife, a passive investment in Driftwood Capital, dedicating minimal time to this activity.

Employment History
Current Registrations
Angelus Investment Consulting, INC.
November 2023 - Present · 2 yrs 11 mos
Insight Securities, INC.
October 2023 - Present · 3 yrs
Insight Securities, INC.Broker
December 2017 - Present · 8 yrs 10 mos
Previous Registrations
Western International Securities, INC.Broker
February 2015 - December 2017 · 2 yrs 10 mos
State Registrations1 state
FL
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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