Andrews Advisory Associates offers investment management and financial planning services to individuals, families, pension plans, trusts, estates, charitable organizations, corporations, and other business entities. Andrews Advisory Associates creates investment portfolios in-house using cost-effective passive investments. The firm's services include discretionary investment management, non-discretionary investment advisory services, qualified retirement plan platform, and financial planning services.
Assets Under Management$240M
Clients245
Advisors4
Avg. per Client$960K
Avg. per Advisor$59M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.60% |
| $5.0M - $20.0M | 0.50% |
| $20.0M - $100.0M | 0.40% |
| $100M+ | 0.40% |
Fees are negotiable. Fee schedule varies based on client type (Comprehensive Wealth Management, Investment Management Services, Group 401(k) Plans).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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