Andina Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$971,133,641
Clients
632
Advisors
9
across 4 offices
About
Andina Advisors provides financial planning and investment management to a mix of individual clients (including high‑net‑worth households), retirement plans, insurance companies, and other institutional clients. Its services cover comprehensive financial planning, discretionary portfolio management (including model portfolios and allocations to independent managers), employer retirement‑plan consulting, consolidated reporting, and both direct and sub‑advisory relationships.
The firm generally structures portfolios around an investment policy statement and diversified allocations that can include equities, fixed income, ETFs, structured notes, and alternative investments such as private funds; separately managed accounts are typically managed on a discretionary basis while recommendations of private funds and third‑party managers remain non‑discretionary. Andina also provides model trading signals to an unaffiliated institutional sponsor and acts as a sub‑adviser on structured‑note strategies, integrating fundamental, technical, and macro analysis with the use of external managers when appropriate.
What distinguishes Andina from many peers is its active role with pooled investment vehicles and private funds: the firm and its principals provide consulting and sub‑advisory services to private funds and SPVs, serve on fund investment committees, and disclose receipt of carried interest for certain affiliated funds (for example, Mercatus‑linked vehicles). The brochure also highlights that Andina serves insurance company clients and provides portfolio management for pooled vehicles and fund‑sponsor/syndicator‑type activities—roles that the firm discloses as potential conflicts and addresses through client suitability assessments and written disclosures.
Client services
Expertise
Fee options
One-time flat fee starting at $500 for financial planning; minimum $1,000 for selected individual planning services.
Up to 2.00% annually (maximum rate, actual fees negotiated per client)
Certain advisers licensed as insurance agents earn commissions on insurance product sales.
Hourly rate of $500 for financial planning if agreement terminated before plan delivery.
Consolidated reporting fee of 0.15% annually on assets included in reporting outside of managed accounts.
Account minimum: $50,000 Fee-only: Flat fees for financial planning starting at $500 (one-time); minimum $1,000 for specific individual financial planning services; hourly rate $500/hour (minimum 2 hours) for termination billing.
Main office
See office1300 N 200 E, Suite 112
Logan UT 84341
Advisors at this office
5
Offices (4)
Most active in
Arizona · California · Colorado · Florida · Idaho · Montana · Nevada · Oregon · Texas · Utah · Washington · Wyoming
Also doing business as
Albion Capital Management, LLC · Andina Advisors · Andina Capital Management, LLC · Andina Family Offices
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Quick links
Advisors at this firm
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