Andrews Investment Management is an independent investment advisory firm based in Augusta, Georgia, offering discretionary investment management services primarily to individual clients. The firm focuses on fundamental analysis to build and manage portfolios tailored to individual objectives, utilizing a mix of exchange-traded funds, mutual funds, over-the-counter securities, foreign issuers, corporate debt, certificates of deposit, U.S. government securities, and options contracts. Client assets are held at Charles Schwab & Co., which serves as the qualified custodian. Ethan W. Andrews serves as the sole proprietor, principal, and chief compliance officer. The firm operates with a focus on personalized investment supervision, maintaining full authority to execute trades without prior client consultation based on agreed-upon investment strategies.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.25% |
| $50K+ | 1.00% |
Fees are calculated annually and paid quarterly in arrears. Fees may be negotiable in special circumstances.