Andbanc Advisory LLC

SEC-regulated
Registered investment advisor
Andbanc Advisory, LLC is an investment advisor firm based in Miami, FL, providing discretionary and non-discretionary investment management services to institutional and non-institutional investors. The firm offers customized discretionary management account services, family wealth services, and non-discretionary investment advisory services. Clients can impose reasonable restrictions on their accounts, and the Adviser focuses on long-term asset preservation and capital appreciation through diversified investments. The firm's investment strategies include long-term positions, short-term tactical positions, and high-risk strategies. Andbanc Advisory charges management fees based on a percentage of total assets, with annual fees ranging from 0.50% to 1.75%, subject to a minimum fee of $500 per quarter. The firm may also charge variable performance fees of up to 20% for certain portfolios. The Adviser does not vote proxies for client securities and does not require prepayment of fees in advance. No financial statements are provided as the firm has no financial commitments impairing its ability to meet client obligations. For more information, clients can contact Andbanc Advisory at [email protected].
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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