Andromeda Wealth provides discretionary and non-discretionary investment management and financial planning services to individuals. Andromeda Wealth creates customized investment strategies based on your personal goals, time horizon, and risk tolerance, utilizing modern portfolio theory, fundamental analysis, and technical analysis. For investment portfolios, Andromeda Wealth offers a flat-fee schedule for accounts under $20,000 and an annual percentage fee for larger accounts. In addition to investment management, Andromeda Wealth offers full financial plans covering financial goals, net worth statements, cash flow analysis, retirement strategies, risk management, and long-term investment plans, as well as consultation services for specific topics.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $20K | 1.50% |
| $20K+ | 1.50% |
Accounts up to $20,000 are charged fixed annual dollar amounts ranging from $119.88 to $299.88. Accounts over $20,000 are charged 1.50% annually. Fees are negotiable.