Assets Under Management

$1.0B

Number of Clients

582

Number of Advisors

13

Average Client AUM

$1.7M

AUM per Advisor

$78.2M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Andina Capital Management, LLC offers wealth management services designed to assist clients in achieving financial stability and independence. They provide financial solutions using estate planning, risk management, investment, and tax planning strategies. They manage Andina Branded Funds and recommend Independent Portfolio Managers.

Fee Structure

Minimum Investment:$50K
Areas of Practice
Estate PlanningFinancial Planning & CoachingTax PlanningBusiness OwnersInvestment ManagementRetirement Planning
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Location

Thanksgiving Business Park, 2600 Executive Parkway, Suite 451, Lehi, UT, 84043

13 Advisors at this firm

Andina Family Offices | TrueAdvisor