Andrae Financial Services LLC

Overview

Andrae Financial Services LLC is a small, independent RIA that focuses on financial planning and portfolio management for individuals and small businesses. The firm charges a mix of percentage-of-AUM fees along with hourly and fixed-fee engagements, and it operates as a single-state, non-ESG-focused adviser. Investment activity centers on equity exposure delivered primarily through exchange-traded instruments, with supplemental allocations to mutual funds and selected third-party alternative strategies. The firm does not present itself as a capital allocator in the institutional sense, but it does use outside managers and pooled vehicles to access alternative exposures. Andrae Financial Services builds client relationships around personalized planning and separately managed account structures. Given the firm’s size and client base, portfolios appear to emphasize simplicity and tradability—core equity positions for growth, with tactical use of funds or alternative managers where appropriate to achieve income, diversification, or risk reduction.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices