Andy Millard Advisory manages individually tailored investment portfolios for clients based on their individual needs and goals. They develop a personal investment policy with an asset allocation target and create and manage a portfolio based on that policy. They primarily utilize index-based ETFs in client portfolios and practice passive investment management.
Assets Under Management$20M
Clients29
Advisors1
Avg. per Client$680K
Avg. per Advisor$20M
Fee Structure
Minimum Investment:$300K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...