Andorra Investment Management, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$22,000,000
Total clients
30
10% high-net worth
Total advisors
1
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
30
Average account size
$733,333
About
Andorra Investment Management, Inc. provides personalized, fee-only investment management and financial planning to a small client base of individuals, trusts, foundations and retirement plans, managing roughly $22 million across about 30 discretionary accounts. Services include portfolio management as well as broader planning work such as cash-flow, tax, insurance review, retirement, education and estate planning.
The firm uses a strategic asset allocation framework with a passive index/ETF core and tactical additions of actively managed funds and individual equities when opportunities arise; investment policy statements document objectives and all accounts are managed on a discretionary basis. Reviews are performed at least quarterly and trades are executed through a qualified custodian under a limited power of attorney, with clients receiving custodian statements for verification.
Noteworthy aspects for a firm of this size include the publication of client periodicals or newsletters, a practice that is uncommon among peers, and an advisory background that combines institutional investment committee experience with public service as a sworn firefighter. The firm also maintains a formal business continuity plan and a business-continuation agreement with another advisory firm, operates strictly on a fee-only basis without accepting commissions, and does not vote client proxies.
Client services
Portfolio management
Pension consulting
Selection of other advisers
Newsletters or periodicals
Expertise
Cash flow / budgeting
Fee options
$1 - $1,000,000: 0.90% annually $1,000,001 - $5,000,000: 0.75% annually $5,000,001+: 0.50% annually
Account minimum: $250,000 Minimum fee: No minimum annual fee for Advisory Service Agreement; Retainer Agreement minimum annual fee $10,000 (negotiable) Fee-only: Strictly fee-only investment management firm; no commissions or finder’s fees accepted
Main office location
Andorra Investment Management, Inc.
6730 Cross Keys Rd
College Grove TN 37046, United States
Number of offices
1
Most active in
Andorra Investment Management, Inc. has reported serving >5 clients in these states in the last 12 months.
California · Tennessee
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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