Tanner Dance is a CFA-designated registered investment advisor at Andina Family Offices, based in Logan, UT, with 11 years of industry experience. Tanner operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 582 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ACM offers investment management services for a fee based on a percentage of your portfolio. The maximum annual fee is 2.00%, charged quarterly in advance. This fee covers both portfolio management and portfolio monitoring accounts, as well as affiliated funds, but excludes Andina Branded Funds. Cash or short-term investments within your portfolio are charged a lower fee of 0.20% annually. A minimum initial investment of $50,000 is generally required to open a managed account, but this may be waived. The fee does not include custodial fees or mutual fund expenses.
Location
1300 N 200 E, Suite 112, Logan, UT, 84341
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Regulatory History
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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Tanner is a 2.5% owner and member of Tridas Air, LLC, a non-investment related entity. He performs no duties and dedicates minimal time to this activity.
Employment History
Current Registrations
Andina Family Offices
Previous Registrations
Core Capital Wealth Management, LLC
Onedigital Investment Advisors
Core Capital Wealth Management, LLC
Adams Wealth Advisors
Allegis Investment Advisors, LLC
Stratos Wealth Partners, LTD
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.