Andina Capital Management, operating as Andina Advisors and Andina Family Offices, offers wealth management services that include financial planning, investment management, and retirement plan consulting. The firm builds customized portfolios or model portfolios using equities, fixed income, mutual funds, exchange-traded funds, structured notes, and alternative investments such as private funds. Andina typically manages accounts on a discretionary basis while providing non-discretionary recommendations for private funds and independent managers. The firm serves individuals, high-net-worth clients, retirement plans, insurance companies, and other institutions.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are calculated in advance based on quarter-ending market values at a maximum rate of 2.00% annually. Cash, cash equivalents, and certain exchange-traded funds in flex accounts are charged a reduced fee of 0.20% per annum.