Andante Financial manages investment portfolios based on clients' individual needs and goals. The firm also offers financial planning services covering retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. Financial planning is offered on a project basis or ongoing.
Assets Under Management$11M
Clients17
Advisors1
Avg. per Client$650K
Avg. per Advisor$11M
www.youtube.com/@andantefinancial ·www.linkedin.com/company/andante-financial ·www.andantefinancial.com
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.30% |
| $500K - $2.0M | 1.10% |
| $2M+ | 0.90% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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