Adam Uihlein is a CFA-designated registered investment advisor at Canopy Partners, based in Cincinnati, OH, with 1 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 9 clients with $800M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Canopy Partners' investment management fees are based on a percentage of the assets they manage for you. The fee starts at 0.70% and decreases as the total value of your portfolio increases. For investments they monitor but don't directly manage, there's a separate fee schedule starting at 0.20% and decreasing as the value of those assets increases. These fees are typically paid monthly.
Location
3825 Edwards Road, Suite 420, Cincinnati, OH, 45209
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Canopy Partners
State Registrations1 state
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