Assets Under Management
$871.8M
Number of Clients
509
Number of Advisors
10
Average Client AUM
$1.7M
AUM per Advisor
$87.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
Andbanc Advisory offers customized discretionary and non-discretionary investment management services. They also provide non-discretionary consulting services to high-net-worth clients, assisting with financial goals, investment strategies, estate planning, and family governance. The firm may use sub-advisers, including affiliates.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $20.0M | 0.75% |
| $20.0M - $50.0M | 0.60% |
| $50M+ | 0.50% |
All fees are negotiable.
201 S. Biscayne Blvd., Suite 1100, Miami, FL, 33131