Advisors can specify the maximum fee or advisory fee at a household level. These are for scenarios when the advisors want to set a different fee from the firm default.


Step 1: Log in to Andes

To get started, log in to Andes platform using your login credentials.


Step 2: Open the Household

On the Households page, search and click the household you want to set the fees.



Step 3: Go to the Fees tab and enter the Household-level fees

The Fees tab is where you can specify the household's fee details.


  • If your firm's fee preference is "Net of Max Fee", then specify the Max Fee
  • If your firm's fee preference is "Net of Fee", then specify the Advisory Fee



Step 4: Save changes

After entering all the necessary details, click the Save button to save your changes. You have now successfully set up the household fees on Andes.



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