Adon Vanwoerden is a CFA-designated registered investment advisor at Private Advisor Group, LLC, based in New York, NY, with 16 years of industry experience. Adon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.
Location
401 Park Ave South, 10th Floor, New York, NY, 10016
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Adon uses Macro Edge Advisory Group as the business name for his investment advice services through Private Advisor Group, dedicating nearly full-time hours to this. He also owns Macro Edge Advisory Group LLC for tax reasons and is a board member of a non-profit, dedicating minimal time to each.
Employment History
Current Registrations
Private Advisor Group, LLC
Previous Registrations
Neuberger Berman Bd LLC
Neuberger Berman Bd LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
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