Andbanc Advisory offers discretionary and non-discretionary investment management, portfolio consulting, and family wealth services for individuals, families, and institutional clients. The firm tailors investment strategies based on each client's specific objectives, risk profile, and time horizon. Services range from customized portfolio management across various asset classes—such as equities, bonds, mutual funds, exchange-traded funds, and structured notes—to non-discretionary consulting covering estate planning, risk management, and family governance. Andbanc Advisory operates as part of a global financial group with affiliated banking and brokerage entities, which introduces certain affiliations and potential conflicts of interest regarding trade execution and product recommendations. The firm focuses on long-term asset preservation and capital appreciation while maintaining open architecture due diligence on third-party managers and investment products.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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% |
Fees are negotiable and subject to a minimum fee of $500 per quarter. Certain qualified or non-U.S. investor portfolios may also be subject to a variable performance fee of up to 20%.