Von Adelung Wealth Management offers investment advice and financial planning services to individuals, high net worth individuals, pension and profit sharing plans, and corporations. The firm creates personalized investment policies and manages portfolios based on client goals, risk tolerance, and time horizons. Financial planning covers personal finances, taxes, investments, insurance, retirement, estate planning, and more.
Assets Under Management$72M
Clients553
Advisors2
Avg. per Client$130K
Avg. per Advisor$36M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.5M | 1.38% |
| $2.5M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fee schedule is for the Mutual Fund Strategy. Stock Strategy fees are higher. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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