LP
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
201 S. Biscayne Blvd., Suite 1100, Miami, FL, 33131
Get directionsRegulatory History (1)
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Regulatory
February 2025Final
Employment History
Current Registrations
Andbanc Brokerage, LLCBroker
February 2024 - Present · 1 yr 11 mos
Andbanc Advisory LLC
November 2023 - Present · 2 yrs 2 mos
Previous Registrations
Wachovia Securities, LLC Broker
July 2005 - January 2008 · 2 yrs 6 mos
Citicorp Financial Services CorporationBroker
October 2003 - May 2005 · 1 yr 7 mos
State Registrations1 state
FL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.