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Krsek & Andreae Financial Advisors, LLC (St. Helena)


Krsek & Andreae Financial Advisors, LLC is an internet adviser based in St. Helena. It manages $6.03 million of regulatory assets for 44 client accounts. It has been registered with the SEC as an adviser since 2001.

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Krsek & Andreae Financial Advisors provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Krsek & Andreae Financial Advisors: assets under management

The assets under management (AUM) of Krsek & Andreae Financial Advisors, LLC is $6.03 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $6.03 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $136.93 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Krsek & Andreae Financial Advisors, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in St. Helena

The principal office where Krsek & Andreae Financial Advisors, LLC performs its advisory services is located at 1306 Oak Avenue, St. Helena, CA 94574, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (707) 963-2107 or by fax (707) 968-0601. The normal business hours are 8:30 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.krsek-andreae.com.


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