Lineo Poll

Andbanc Advisory LLC

6 Years of Experience

1 DisclosureBroker

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 Management	Annual Fee
Up to $500K	1.75%
$500K - $1.0M	1.50%
$1.0M - $5.0M	1.00%
$5.0M - $20.0M	0.75%
$20.0M - $50.0M	0.60%
$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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Regulatory

February 2025

Final

View Full SEC Report How to Read Disclosures

Employment History

Current Registrations

Andbanc Brokerage, LLCBroker

February 2024 - Present · 2 yrs

Andbanc Advisory LLC

November 2023 - Present · 2 yrs 3 mos

Previous Registrations

Wachovia Securities, LLCBroker

July 2005 - January 2008 · 2 yrs 6 mos

Citicorp Financial Services CorporationBroker

October 2003 - May 2005 · 1 yr 7 mos

State Registrations1 state

AdvisorBrokerBoth

Exams

No exam information available for this advisor.