Adaero Capital Management offers investment advice tailored to individual client needs, focusing on value investing. They identify undervalued securities through fundamental research, primarily investing in common stocks but may include other securities. Adaero manages accounts on a discretionary basis, making investment decisions without prior client permission. The firm requires a minimum account balance of $250,000, but may waive it in certain circumstances.
Assets Under Management$9.1M
Clients19
Advisors1
Avg. per Client$480K
Avg. per Advisor$9.1M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.13% |
| $1M+ | 1.00% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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