ANTONIO ANDRADE, CFP

Overview

Antonio Andrade, Cfp operates as a sole-proprietorship independent RIA serving individual and family clients. The practice focuses on financial planning and portfolio management for individuals and small businesses, and it charges a mix of percentage-of-AUM, hourly, and fixed fees. The adviser is registered as an independent, individual-owned firm and is not positioned as a capital allocator or pension consultant. The adviser does not report active ESG investing and is not registered as a multi-state or newly formed adviser.

Assets & Accounts

Investments & Alternatives