Ana Carolina Arnau

Andbanc Advisory LLC

15 Years of Experience

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Firm Information

Andbanc Advisory LLC

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%.

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Areas of Practice

Investment Management

Advisor Information

Office location

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

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Regulatory 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.