Andbanc Advisory offers customized investment management services to clients based on their individual risk profiles and investment objectives. Services include discretionary and non-discretionary accounts, and family wealth services such as investment policy creation, asset allocation, and investment manager review. Andbanc also provides recommendations and research regarding investments in securities, investment strategies, and cash equivalents.
Assets Under Management$870M
Clients509
Advisors12
Avg. per Client$1.7M
Avg. per Advisor$73M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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% |
Fees are negotiable. Some portfolios of qualified or non-US investors can also have variable performance fee of up to 20%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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