Adler Financial provides investment management services, offering advice on stocks, bonds, mutual funds, and ETFs. They tailor their services to each client's individual investment objectives, risk tolerance, and financial needs. Adler Financial also offers financial planning and consulting services, reviewing clients' financial positions and making recommendations. Clients are not obligated to act on these recommendations.
Assets Under Management$6M
Clients34
Advisors1
Avg. per Client$180K
Avg. per Advisor$6M
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Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10K | 0.25% |
| $10K - $50K | 0.50% |
| $50K - $100K | 0.75% |
| $100K - $250K | 1.00% |
| $250K+ | 1.25% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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