Adrian Schau is a CFP-designated registered investment advisor at 1919 Investment Counsel, LLC, based in Cincinnati, OH, with 4 years of industry experience. Adrian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 5,169 clients with $26B 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 $3.0M | 1.00% |
| $3.0M - $10.0M | 0.70% |
| $10.0M - $40.0M | 0.50% |
| $40M+ | 0.40% |
Standard fee schedule shown is for individual equity and balanced accounts. Fixed income accounts have a separate lower schedule starting at 0.50%. Fees may vary based on prior schedules, wrap fee programs, or relationship size.
Fee Estimator
Location
600 Vine Street, Suite 2000, Cincinnati, OH, 45202
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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 Activities
Adrian works as a consultant for my529 in Salt Lake City, UT, since 2011. This activity is investment-related.
Employment History
Current Registrations
1919 Investment Counsel, LLC
Previous Registrations
Legacy Financial Advisors, INC.
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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