Adam Venokur is a CFP, PFS-designated registered investment advisor at Aprio Wealth Management, LLC, based in New York, NY, with 25 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 946 clients with $2.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees are negotiable for assets over $10 million.
Fee Estimator
Location
350 Fifth Avenue, Suite 3920, New York, NY, 10118
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Adam is a partner at Aprio Advisory Group, a CPA advisory services firm, and an agent at Aprio Risk Management selling insurance products. He dedicates significantly more than full-time hours to Aprio Advisory Group and about a quarter of his time to Aprio Risk Management.
Employment History
Current Registrations
Aprio Wealth Management, LLC
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
Andover Brokerage, L.L.C.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.