Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for managed accounts, I-maps, and third-party manager accounts range from 0.40% to 2.50% annually, based on assets under management. I-maps have fees between 0.25% and 0.50% annually, plus an additional fee ranging between 1% to 2% depending on the strategy. Consulting services can be charged as a percentage of assets or a flat fee. Platform fees are also charged, ranging from 3 to 5 bps. All fees are negotiable. Clients may pay more or less than similar clients depending on circumstances.
Areas of Practice
Advisor Information
Office location
1221 Brickell Avenue, 27th Floor, Miami, FL, 33131
Get directionsRegulatory 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.
Learn about disclosures →Other Business Activities
Andrea is the sole owner of A Hebdtich Advisory Service LLC, a personal S corp for personal accounting purposes, dedicating minimal time to it. She also works as an Investment Advisor at Insigneo Advisory Services, LLC, dedicating nearly full-time hours to this investment-related activity.