Albert Vonderheide
Albert Vonderheide is a CFP-designated registered investment advisor at Oneseven, based in Cincinnati, OH, with 24 years of industry experience. Albert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 16,335 clients with $7.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual investment advisory fees range from 0.05% to 2.00% based on the size and complexity of the relationship. Fees are negotiable.
Fee Estimator
Location
9428 Kenwood Road, Cincinnati, OH, 45242
Get directionsHistory
Regulatory History (1)
Judgment / Lien
March 2012Other Business ActivitiesSells Insurance
Albert uses WealthCor LLC for tax purposes related to his investment advisory business. He is also an independent licensed insurance agent in Ohio since 2010, selling accident & health, life, and variable insurance products.
Employment History
Current Registrations
Oneseven
Previous Registrations
Callahan Financial
LPL Financial LLCBroker
LPL Financial LLC
AXA Advisors, LLC
AXA Advisors, LLCBroker
MML Investors Services, LLCBroker
Oneamerica Securities, INC.Broker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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