Albert Bernard Vonderheide

CFP

Oneseven

23 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth

Oneseven

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

105 advisors

Number of Clients

5,456 clients

Average Client Portfolio

$889K average

Assets Under Management

$4.8B

Fee Structure

Location

9428 Kenwood Road, Cincinnati, OH, 45242

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History

Regulatory History (1)

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Judgment / Lien

March 2012

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Other 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.