Ades Wealth Management offers investment management services, creating investment strategies based on individual client goals, time horizons, and risk tolerance. They do not sell commissioned products like annuities or insurance. Clients may engage other professionals like lawyers or accountants directly. The firm manages investments with the client's permission to make trades.
Assets Under Management$8.3M
Clients5
Advisors1
Avg. per Client$1.7M
Avg. per Advisor$8.3M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2M+ | 1.10% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...