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Andrew Colannino is an investment advisor representative at Element Pointe Family Office. Andrew has been in the industry since 2014 and holds the Series 65 license. Andrew specializes in providing investment advice to high-net-worth individuals, families, and pooled investment vehicles. Andrew's focus is on providing comprehensive financial planning, portfolio management, and family office services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Consulting and family office advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Reporting fees for family office clients
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2
FL
10/29/2024 - Present
Element Pointe Family Office (MIAMI FL)
Active
Inactive
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