Andvari Associates provides investment advice to individuals and institutions, managing accounts on a discretionary basis. Andvari primarily invests long-term in equity securities, using fundamental analysis. They may also invest in bonds, funds, ETFs, and options, and may sell securities short. The firm can also manage fixed income portfolios. From time to time, Andvari may provide research or consulting services to third parties.
Assets Under Management$17M
Clients17
Advisors1
Avg. per Client$980K
Avg. per Advisor$17M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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