Andrae Financial Services offers ongoing investment management based on your financial situation and goals. They also provide financial planning services, including full written plans covering investment, retirement, education, and asset allocation, as well as modular plans focusing on specific areas. Consultations are available for discussing financial planning issues without a written plan. You are responsible for implementing any recommendations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.70% |
| $500K - $1.0M | 0.60% |
| $1M+ | 0.45% |
Fees are negotiable based on the type of client, complexity of the client's situation, the composition of the client's account, the potential for additional account deposits, the relationship of the client with the investment adviser representative, and the total amount of assets under management for the client.