AS
AS

Andres Roberto Sinclair

19 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
509 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$871.8M

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.75%
$500K - $1.0M1.50%
$1.0M - $5.0M1.00%
$5.0M - $20.0M0.75%
$20.0M - $50.0M0.60%
$50M+0.50%

All fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$2,000
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Location

355 Alhambra Circle, Suite 1350, Coral Gables, FL, 33134

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Andbanc Advisory LLC
July 2025 - Present · 7 mos
Previous Registrations
Legend Wm
July 2021 - July 2025 · 4 yrs
Legend Wm
July 2021 - December 2024 · 3 yrs 5 mos
Genesis Fund Management LLC
June 2011 - November 2020 · 9 yrs 5 mos
Genesis Investment Advisors, LLC
December 2005 - November 2020 · 14 yrs 11 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.