Adare Asset Management provides ongoing investment management services to clients based on their individual needs. Adare manages portfolios of bonds, stocks, mutual funds and exchange traded funds. Adare may direct clients to third-party investment advisors and may act as a subadvisor to other advisors.
Assets Under Management$160M
Clients81
Advisors1
Avg. per Client$2M
Avg. per Advisor$160M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable based on account size, meeting schedule, and investment strategy complexity.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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