Adrionic Technologies provides ongoing investment management services to individuals, families, businesses, and charitable organizations. Adrionic uses its internal analytical tools to support investment analysis and risk evaluation. All investment advice, portfolio decisions, and trade execution are made by the firm's investment advisor. Client portfolios are primarily invested in exchange-traded funds and may also include individual equity securities, fixed-income securities, and money market funds.
Assets Under Management$15M
Clients16
Advisors1
Avg. per Client$960K
Avg. per Advisor$15M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees vary based on investment style: Fixed-Income (0.50%), Equity & Balanced (1.25%), High-Growth (2.00%).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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