TrueAdvisor
TrueAdvisor
MC
MC

Miguel Jose Cardoso

Andbanc Advisory LLC
14 Years of Experience
1 DisclosureBroker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Andbanc Advisory LLC
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

Location

201 S. Biscayne Blvd., Suite 1100, Miami, FL, 33131

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History

Regulatory History (1)
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Employment Separation After Allegations
July 2014
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Miguel is an investment adviser representative with Andbanc Advisory, LLC since 2015. This activity is investment-related.

Employment History
Current Registrations
Andbanc Advisory LLC
November 2015 - Present · 10 yrs 3 mos
Andbanc Brokerage, LLCBroker
September 2014 - Present · 11 yrs 5 mos
Previous Registrations
Espirito Santo Investment Advisors, INC.
February 2013 - August 2014 · 1 yr 6 mos
E.S. Financial Services, INC.Broker
December 2010 - August 2014 · 3 yrs 8 mos
State Registrations8 states
AZCOCTDEFLPRTXWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.