Eudora Adolph
Eudora Adolph is a registered investment advisor at Avertrust Wealth LLC, based in Crown Point, IN, with 18 years of industry experience. Eudora operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 18 clients with $1.4M 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 $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $7.0M | 0.75% |
| $7M+ | 0.60% |
There is a minimum quarterly fee of $125.
Fee Estimator
Location
Crown Point, IN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Eudora sells various insurance products through various insurance companies. This activity is insurance-related.
Employment History
Current Registrations
Avertrust Wealth LLC
Previous Registrations
Spc
State Registrations2 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.