Adhesion Wealth Advisor Solutions
Assets Under Management
$10.4B
Number of Clients
123
Number of Advisors
9
Avg. Portfolio per Client
$84.8M
Avg. Managed per Advisor
$1.2B
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Adhesion Wealth Solutions provides sub-advisory services to financial advisors, implementing investment instructions for client accounts through ongoing monitoring, rebalancing, and trading. Adhesion doesn't work directly with individual investors; instead, financial advisors use Adhesion's services to manage their clients' portfolios. Adhesion offers tax overlay management services, considering tax consequences of transactions. Adhesion also has proprietary services like Investable Index Series and Tax Transition.
Fee Structure
Adhesion Wealth Solutions doesn't directly set fees for individual investors. Instead, they charge financial advisors a fee for overlay portfolio management services, which includes implementing and rebalancing investment strategies. This fee is applied to all accounts receiving these services. The financial advisor may also have Adhesion collect their advisory fee, which is separate from Adhesion's fees. Consult with your financial advisor to understand the fees charged to your account.
Areas of Practice
Location
2825 South Blvd, Suite 500, Charlotte, NC, 28209