Andrae Financial Services LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$6,307,755
Clients
25
Advisors
1
of 1 employees
About
Andrae Financial Services is a state-registered independent investment adviser operating as a solo advisory practice with roughly $7.01 million in discretionary assets under management; it primarily serves individual and high‑net‑worth clients. The firm provides continuous, discretionary asset management for separately custodied accounts and also offers written financial planning and consulting services.
The adviser tailors portfolios and plans through one‑on‑one interviews and questionnaires, using fundamental and cyclical analysis and a mix of long‑ and short‑term strategies across mutual funds, exchange‑listed and over‑the‑counter securities, certificates of deposit, municipal and U.S. government securities. Accounts are reviewed at least quarterly and the firm contacts clients at least annually to reassess objectives and accommodate client‑imposed restrictions rather than pursuing market timing.
Distinctive operational features include the firm’s reported work with charitable organization clients, an uncommon client type for solo independent advisers, and its stated practices of not using soft‑dollar arrangements, not aggregating or block trading client orders, and not voting client proxies (leaving proxy decisions to clients). The firm also operates with a single qualified custodian platform, manages all AUM on a discretionary basis, and does not accept performance‑based fees.
Client services
Expertise
Fee options
Financial planning fixed fees generally range from $1,000 to $2,000
$0 - $500,000: 0.70% $500,001 - $1,000,000: 0.60% $1,000,001+: 0.45%
$75 per hour
Main office
Darlington WI
Advisors at this office
1
Most active in
Wisconsin
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.
Forms ADV
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