SEC-Registered Investment Adviser · File No. 801-79716 · CRD #150463 [email protected]

Subscription Plans

One transparent monthly price. No hidden fees, no per-message charges from us, and no long-term commitment — upgrade, downgrade, or cancel whenever you like.

Essentials

For investors building a disciplined routine.

$29
per month · billed monthly
  • Daily pre-market briefing (SMS)
  • Post-close market recap
  • Weekly curated watchlist
  • Monthly portfolio health checklist
  • Full alert & briefing archive access
  • Email support (24h response)
Subscribe — Essentials
Premium

For investors seeking a managed experience.

$99
per month · billed monthly
  • Everything in Professional
  • Semi-annual one-on-one portfolio review
  • Custom risk-profile calibration
  • Access to quarterly analyst Q&A sessions
  • Fixed-income & income strategy coverage
  • Dedicated account contact
Subscribe — Premium

Message & data rates may apply from your wireless carrier. Message frequency varies by plan and market activity (typically 5–30 messages per week). Consent to receive SMS is not a condition of purchase. Reply STOP to opt out at any time, HELP for help. See our SMS Alerts Terms, Terms of Service, and Privacy Policy.

Common Questions

Pricing & Billing FAQ

Choose a plan above and contact our team — we will email you a secure enrollment link. After checkout you will receive a text message asking you to confirm your mobile number (one-time passcode). Alerts begin as soon as your number is verified.
Yes. You may upgrade, downgrade, or cancel at any time by emailing [email protected]. Changes take effect at the start of the next billing cycle. Cancellation stops future charges; you retain access through the end of the current paid period. See our Terms of Service for details.
Essentials subscribers typically receive 5–10 messages per week (daily briefings and recaps). Professional and Premium subscribers receive an additional 3–8 real-time alerts per week depending on market activity, plus position updates. We cap routine messaging to keep the signal-to-noise ratio high.
Reply STOP to any message and SMS delivery will cease immediately. You can also email [email protected] to opt out. Opting out of SMS does not cancel your subscription billing — contact support to cancel or convert to email-only delivery.
SMS alerts and briefings are general, impersonal investment information provided to all subscribers of a plan tier; they are not tailored to your individual circumstances. Personalized advice is available through our portfolio management and consulting engagements, which begin with a written agreement and a review of your financial situation. ANDBANC ADVISORY LLC is an SEC-Registered Investment Adviser (File No. 801-79716).
New subscribers may request a full refund within the first 14 days of the initial subscription term by emailing [email protected]. Refunds are not available for renewal periods except where required by law.

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Important Disclosures. ANDBANC ADVISORY LLC is an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”), SEC File No. 801-79716, CRD No. 150463. Registration does not imply a certain level of skill or training. Additional information is available at adviserinfo.sec.gov/firm/summary/150463.

Subscription fees cover information services only and are not contingent on investment performance. Investing involves risk, including possible loss of principal. Past performance is no guarantee of future results.