Adenry Wealth, LLC is a registered investment advisor based in Columbia, Maryland, founded and led by John Gillick. The firm provides personalized investment management and financial planning services to individuals, small businesses, trusts, estates, and high-net-worth clients. Adenry Wealth builds customized asset allocation strategies using modern portfolio theory and tailors portfolios to each client's specific goals, risk tolerance, and time horizon. In addition to ongoing portfolio management, Adenry Wealth offers comprehensive financial planning covering areas such as personal net worth, cash flow analysis, retirement strategies, long-term investments, tax reduction, and estate preservation. The firm also offers an educational digital workshop covering budgeting, investing, taxes, and insurance. Adenry Wealth operates as a fee-only firm and does not sell financial products for commissions or receive external compensation. Client assets are held with an independent custodian, and investment authority is typically managed on a discretionary basis.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $7.5M | 0.50% |
| $7.5M+ | 0.50% |
Fees for assets over $7,500,000 are negotiable.