ADC Wealth Management offers portfolio management services based on individual client goals and risk tolerance. They create investment plans and evaluate current investments. Financial planning services cover investment, insurance, tax, retirement, education, and debt/credit planning. ADC generally invests in mutual funds, equities, bonds, ETFs, REITs, and government securities.
Assets Under Management$210M
Clients93
Advisors2
Avg. per Client$2.2M
Avg. per Advisor$100M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are negotiable depending on client needs and complexity.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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