Adolos Asset Management offers investment advisory services, creating tailored investment strategies based on your financial goals, personal values, and risk tolerance. Adolos AM uses a high-quality platform through alliances with Charles Schwab, Blueprint Investment Partners, and Orion Advisor Technology. Adolos AM does not offer financial planning, but may perform incidental planning services.
Assets Under Management$240M
Clients52
Advisors1
Avg. per Client$4.6M
Avg. per Advisor$240M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $10.0M | 0.80% |
| $10.0M - $50.0M | 0.60% |
| $50.0M - $100.0M | 0.50% |
| $100M+ | 0.35% |
Fees may be modified based on a client’s specific circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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