Andrews Capital Management provides investment management and financial planning services. Andrews focuses on long-term investing using diversified portfolios tailored to each client's needs and risk tolerance. Portfolios may include stocks, bonds, mutual funds, and other securities. Clients receive quarterly reports and can discuss their accounts with Andrews at any time.
Assets Under Management$71M
Clients26
Advisors1
Avg. per Client$2.7M
Avg. per Advisor$71M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.00% |
| $750K - $1.5M | 0.75% |
| $1.5M+ | 0.50% |
Fees may be negotiable. Schedule applies to equities. Fixed income and cash/equivalents are charged 0.50%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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