Adestella Investment Management provides investment advice and manages portfolios for high-net-worth individuals, families, trusts, and other investment advisors. Adestella's investment approach focuses on long-term value creation through individual security selection. They aim to provide enhanced returns while minimizing risk. Adestella does not participate in wrap fee programs.
Assets Under Management$2.3M
Clients12
Advisors1
Avg. per Client$190K
Avg. per Advisor$2.3M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Adestella Investment Management generally charges an annual management fee, paid quarterly, that typically ranges between 0.5% to 2.0% of the value of your portfolio. The fee is based on the market value of the assets in your account at the end of each calendar quarter.
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