Andorra Investment Management provides investment advice to individuals, pension and profit sharing plans, trusts, estates, charitable organizations and small businesses. Andorra Investment Management is a fee-only firm and does not receive commissions. They manage investments for clients under a limited power of attorney through custodian Charles Schwab, Inc. Other professionals (e.g., lawyers, accountants, insurance agents, etc.) are engaged directly by the client on an as-needed basis.
Assets Under Management$22M
Clients30
Advisors1
Avg. per Client$730K
Avg. per Advisor$22M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Current client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...