ADK Wealthcare LLC offers investment management based on individual client goals and risk tolerance. They create a plan to select a portfolio that matches each client's situation. Financial planning services include investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. Consulting is also available to households and small businesses on an hourly, retainer, or fixed charge basis.
Assets Under Management$29M
Clients20
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$29M
Fee Structure
Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.30% |
| $500K - $1.0M | 1.10% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $30.0M | 0.65% |
| $30M+ | 0.55% |
Fees are generally negotiable. Fixed pricing schedules are available for more affluent households: 0.70% for $2,500,000+ and 0.65% for $10,000,000+.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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