Albert Kaufman is a CFP-designated registered investment advisor at Adk Wealthcare Partners, based in Alhambra, IL, with 23 years of industry experience. Albert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 20 clients with $29M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.30% |
| $500K - $1.0M | 1.10% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $30.0M | 0.65% |
| $30M+ | 0.55% |
Fees are generally negotiable. Fixed pricing schedules are available for more affluent households: 0.70% for $2,500,000+ and 0.65% for $10,000,000+.
Fee Estimator
Location
Alhambra, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Albert runs a small hobby farm as a sole proprietorship, dedicating about 10-20% of his time. He also spends nearly full-time providing advisory and financial planning consultation through ADK Wealthcare Partners and Wealthcare Advisory Partners LLC.
Employment History
Current Registrations
Adk Wealthcare Partners
Previous Registrations
LPL Financial LLC
Wealthcare Advisory Partners LLC
LPL Financial LLCBroker
LPL Financial LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations3 states
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.