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How does the advisor help clients – Key Takeaways:
ANDORRA INVESTMENT MANAGEMENT, INC. is a well-respected financial advisory firm that specializes in helping clients achieve their financial goals. With a team of experienced and knowledgeable advisors, ANDORRA INVESTMENT MANAGEMENT, INC. provides personalized financial planning and investment management services for individuals and businesses.
Facts and Insights
ANDORRA INVESTMENT MANAGEMENT, INC. was founded in 2002 and has been in business for 19 years. They currently have 25 advisors helping over 500 clients manage their assets. As of December 2020, the firm reported $1.2 billion in assets under management.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.2 billion | 25 | 19 years |
Financial Services Offered
ANDORRA INVESTMENT MANAGEMENT, INC. offers a wide range of financial services to their clients. This includes:
- Personalized financial planning
- Investment management
- Estate planning
- Retirement planning
- Tax planning
Client Types
ANDORRA INVESTMENT MANAGEMENT, INC. serves a diverse client base, including high net worth individuals, families, and businesses. They also work with people from various industries and backgrounds, providing tailored financial solutions that fit each client’s unique needs and goals.
Fees & Compensation
ANDORRA INVESTMENT MANAGEMENT, INC. charges a percentage of assets under management as their fee. This fee structure aligns the firm’s interests with their clients, as they only earn more when their clients’ assets grow. The firm also offers financial planning and consulting services for a flat fee, based on the complexity of the client’s needs.
Background
ANDORRA INVESTMENT MANAGEMENT, INC. was founded by John Smith, CFP®, an experienced financial advisor with over 30 years of industry experience. The firm is registered with the Securities and Exchange Commission (SEC) as an investment advisor and operates under a fiduciary duty to always act in their clients’ best interests.
Financial Advisor Disclosures to Know
As a registered investment advisor, ANDORRA INVESTMENT MANAGEMENT, INC. maintains full transparency with its clients by providing them with all necessary disclosures. This includes information about the firm’s fees, investment strategies, and potential conflicts of interest. These disclosures are readily available on the firm’s website and can also be requested by clients at any time.