Andorra Investment Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Andorra Investment Management is a small, fee-only independent advisory firm that provides personalized investment management and financial planning to individuals, trusts, estates, foundations, endowments, pension and profit‑sharing plans, retirement plans, and small businesses. As of December 31, 2025 the firm reported managing about $22 million for roughly 30–32 clients and generally manages client accounts on a discretionary basis while also offering fixed‑fee retainer engagements when appropriate.
Portfolios are constructed around a strategic asset allocation framework that uses passive index funds and ETFs as core holdings, supplemented by actively managed funds and individual equities when opportunities arise, with global diversification and limited use of margin or short sales. Client relationships are documented with written investment policy statements, periodic quarterly reviews and other written communications, and trades are executed under a limited power of attorney through Charles Schwab as custodian.
Distinctively for a solo independent adviser, the firm also provides portfolio management for institutional clients and offers pension consulting in addition to individual wealth management, services that are less common among peers. The adviser’s background includes prior institutional investment committee experience overseeing large plan assets, and the firm maintains a business‑continuity agreement with another advisory firm to support clients if the sole advisor becomes unavailable.
Client services
Expertise
Fee options
Retainer Agreement fixed fees starting at $10,000 annually (negotiable)
$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 (discretionary waiver possible) Minimum fee: Retainer Agreement minimum annual fee $10,000 (negotiable) Fee-only: Fee-only investment management; no commissions accepted
Main office
6730 Cross Keys Rd
College Grove TN 37046
Advisors at this office
1
Most active in
California · Tennessee
Also doing business as
Andorra Investment Management · Andorra Investment Management, Inc. · Stabel, Kurt Alexander
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.
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