Andy Millard Advisory, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$19,834,228
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
28
25% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
28
Average account size
$708,365
About
Andy Millard Advisory, LLC provides discretionary investment management and personalized investment planning to individuals, high-net-worth individuals, and charitable organizations. The firm is a solo, state-registered adviser managing roughly $19.8 million across about 28 client accounts and primarily bills on a percentage-of-assets basis.
The firm emphasizes passive investment management, building asset-class-weighted portfolios using index-based ETFs and conducting mutual fund/ETF analysis to select funds and monitor tracking, expense ratios, and issuer stability. Accounts are managed with discretionary authority, reviewed quarterly, and clients receive consolidated reporting and the ability to impose reasonable investment restrictions.
Compared with many peers, AMA lists charitable organizations among its client types and requires clients to establish custody at Charles Schwab — operational features that are less common among independent advisers. The firm also reports using endorsements and testimonials in its advertising, a practice noted in its disclosures as relatively uncommon for firms in this category.
Client services
Portfolio management
Expertise
Passive / index investing
Fee options
$0 - $1,000,000: 0.75% annually $1,000,001+: 0.50% annually
Account minimum: $300,000 (may be waived at adviser’s discretion) Fee-only: Fee-only, no commissions or other sales-related compensation received
Main office location
Andy Millard Advisory, LLC
Columbus NC, United States
Number of offices
1
Most active in
Andy Millard Advisory, LLC has reported serving >5 clients in these states in the last 12 months.
North Carolina · South Carolina
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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