Albert Vonderheide is a CFP-designated registered investment advisor at Oneseven, based in Cincinnati, OH, with 23 years of industry experience. Albert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 5,456 clients with $4.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
OneSeven's investment management fees range from 0.05% to 2.00% annually, depending on the size and complexity of the client relationship and the services provided. Fees are paid quarterly or monthly in advance, except for former MGOIA clients who pay in arrears. Certain accounts may be charged additional fees of up to 0.5% for services not covered under the typical portfolio management arrangement, such as financial planning or working with other professionals. Fees are negotiable.
Location
9428 Kenwood Road, Cincinnati, OH, 45242
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Regulatory History (1)
Judgment / Lien
March 2012Other Business ActivitiesSells Insurance
Albert uses WealthCor LLC for tax purposes related to his investment advisory business. He is also an independent licensed insurance agent in Ohio since 2010, selling accident & health, life, and variable insurance products.
Employment History
Current Registrations
Oneseven
Previous Registrations
Callahan Financial
LPL Financial LLCBroker
LPL Financial LLC
AXA Advisors, LLC
AXA Advisors, LLCBroker
MML Investors Services, LLCBroker
Oneamerica Securities, INC.Broker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
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.