Andrews Advisory Associates, LLC
Assets Under Management
$236.4M
Number of Clients
245
Number of Advisors
4
Average Client AUM
$965K
AUM per Advisor
$59.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Andrews Advisory Associates, LLC provides tailored investment management and financial planning services to individuals, pension plans, trusts, estates, charitable organizations, corporations, and other business entities. Their Keep It Simple Strategy® centers on diversification through asset allocation, dollar-cost averaging and periodic rebalancing. They create investment portfolios in-house with cost-effective passive investments.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.70% |
| $5.0M - $20.0M | 0.60% |
| $20.0M - $100.0M | 0.50% |
| $100M+ | 0.40% |
Comprehensive Wealth Management, household AUM of $1 Million or more: 0.70% $1 Million to $5 Million 0.60% Above $5 Million to $20 Million 0.50% Above $20 Million to $100 Million 0.40% Above $100 Million Investment Management Services, household AUM minimum $250,000: 1.00% Up to $1 Million
Fee Estimator
Fees are based on a percentage of assets under management (AUM) and are billed quarterly in arrears. The minimum AUM for new clients is $250,000, but this may be waived at the advisor's discretion. Financial planning services are offered at an hourly rate of $300 for Investment Adviser Representatives and $100 for Client Service Specialists, exclusively to investment management or advisory clients, their family members, and/or their employees. Group 401(k) plans have a separate fee schedule. All fees are negotiable.
Areas of Practice
Location
1003 Bishop Street, Suite 1808, Honolulu, HI, 96813