Antonio Andrade provides financial planning and investment advice to individuals, estates, trusts, and small businesses. The financial planning process involves identifying a client's life vision and lifestyle needs, projecting the financial resources necessary to meet those needs, and planning for risk exposures. Investment advisory services are offered independently of planning services to avoid conflicts of interest. Antonio Andrade manages assets on a non-discretionary basis, meaning clients must approve all buy and sell recommendations.
Fee Structure
Antonio Andrade provides investment advisory services in conjunction with ongoing planning and tax preparation services on a retainer basis. The fees are based on the nature, range, and complexity of the services provided, as well as the assets under management. A minimum asset base of $100,000 is generally required. All fees are subject to negotiation.