AS
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
10 advisors
Number of Clients
509 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$871.8M
Fee Structure
Minimum Investment:$1M
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:$500
Fees for investment advisory services are based on a percentage of the total assets in the account and are negotiable, ranging from 0.50% to 1.75% annually. A minimum quarterly fee of $500 applies. Flat fee arrangements are also available for administrative services. Some portfolios of qualified or non-US investors can also have variable performance fees of up to 20%.
Areas of Practice
Investment Management
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Advisor Information
Office location
355 Alhambra Circle, Suite 1350, Coral Gables, FL, 33134
Get directionsRegulatory 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.
Learn about disclosures →Employment History
Current Registrations
Andbanc Advisory LLC
July 2025 - Present · 6 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.