ADS Wealth Management offers portfolio management services tailored to each client's goals, objectives, time horizon, and risk tolerance. ADS creates an Investment Policy Statement for each client. The firm also offers financial planning services, including financial plans, seminars, and subscription-based engagements covering financial consulting, planning, investment guidance, and account management. ADS may provide general advice about insurance and annuity products and receive commissions from their sale.
Assets Under Management$15M
Clients55
Advisors1
Avg. per Client$280K
Avg. per Advisor$15M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.5M | 1.00% |
| $1.5M - $2.5M | 0.80% |
| $2.5M - $4.0M | 0.60% |
| $4M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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