Aduna Capital provides investment management services tailored to clients' individual needs, objectives, and risk tolerance. They advise on a range of asset classes including stocks, mutual funds, ETFs, and fixed income. Aduna Capital may recommend sub-advisors and will perform due diligence on them. Clients can terminate the agreement with 30 days' notice.
Assets Under Management$2.1M
Clients23
Advisors1
Avg. per Client$91K
Avg. per Advisor$2.1M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee is negotiable between client and advisor.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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