Andina Family Offices
Assets Under Management
$1.0B
Number of Clients
582
Number of Advisors
13
Average Client AUM
$1.7M
AUM per Advisor
$78.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
ACM provides financial solutions emphasizing fiscally responsible decisions. They offer estate, risk management, investment, and tax planning strategies, plus philanthropic giving, to preserve assets and build a lasting legacy. AFO serves clients with over $10M investable assets, while AA serves those below $10M.
Fee Structure
Comprehensive planning fees are either a negotiated flat fee ($500 to $200,000 annually or quarterly) or an ongoing fee (up to 0.50% annually, charged quarterly in advance) on assets under management, with a $250,000 minimum account. Modular plans have a minimum fee of $1,000. Investment management fees are a maximum of 2.00% annually, charged quarterly in advance. Cash management accounts are charged 0.20% annually. A minimum initial investment of $50,000 is generally required.
Areas of Practice
Location
Thanksgiving Business Park, 2600 Executive Parkway, Suite 451, Lehi, UT, 84043