Adelmann Financial offers investment management services tailored to individual needs, considering risk tolerance and financial goals. They primarily use exchange-traded funds and mutual funds. Adelmann Financial also provides financial planning services, including retirement planning, estate planning, and college funding. Financial planning is included for investment management clients. They also advise on employer-sponsored retirement plans.
Assets Under Management$92M
Clients118
Advisors2
Avg. per Client$780K
Avg. per Advisor$46M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.5M | 1.00% |
| $1.5M - $3.0M | 0.70% |
| $3.0M - $4.5M | 0.65% |
| $4.5M - $7.0M | 0.55% |
| $7M+ | 0.50% |
Fees may be reduced at Adelmann Financial's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...