ADB Capital Management provides wealth management services to individuals and families, offering portfolio management and limited financial planning tailored to their needs. They also offer retirement plan advisory services to employer plan sponsors. ADB operates as a fiduciary, acting in the client's best interest. Clients grant ADB discretionary authority to manage their accounts, and portfolios are constructed using various investments like mutual funds, ETFs, individual bonds, and stocks.
Assets Under Management$34M
Clients32
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$34M
Fee Structure
Minimum Investment:$750K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.15% |
| $500K - $1.5M | 1.00% |
| $1.5M - $5.0M | 0.80% |
| $5M+ | 0.60% |
Fees are negotiable under certain circumstances (e.g., historical relationship, type of assets, anticipated future earnings capacity, anticipated future additional assets, related accounts, negotiations with clients, family members, etc.).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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