Adirondack Capital Advisors offers a range of investment advisory services, including financial planning, discretionary portfolio management, retirement plan consulting, and selection of other advisors. Financial planning covers retirement, estate, college, cash flow, and debt management. Investment management is tailored to individual client objectives, risk tolerance, and time horizons. Adirondack acts as a fee-only advisor, meaning it's paid exclusively by clients and doesn't receive commissions.
Assets Under Management$350M
Clients441
Advisors4
Avg. per Client$790K
Avg. per Advisor$88M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Advisory fee is negotiable depending on individual client circumstances. Account values of family members may be combined to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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