Adamo Capital Family Office provides investment advice to high-net-worth individuals, trusts, estates, organizations, corporations, and other business entities. Adamo customizes its services based on a client's financial situation, risk tolerance, and goals. Services include consulting on portfolio construction, investment opportunities, and hedging. Adamo does not have authority to make trades without client consent.
Assets Under Management$1.3B
Clients8
Advisors3
Avg. per Client$170M
Avg. per Advisor$440M
Fee Structure
Minimum Investment:$50M
Investment management only (planning not offered)
Minimum Annual Fee:$250,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50.0M | 0.70% |
| $50.0M - $75.0M | 0.70% |
| $75.0M - $100.0M | 0.60% |
| $100.0M - $150.0M | 0.50% |
| $150.0M - $200.0M | 0.40% |
| $200.0M - $300.0M | 0.30% |
| $300M+ | 0.30% |
Fees are negotiable for accounts over $300,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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