Adrian Schau is a CFP-designated registered investment advisor at 1919 Investment Counsel, LLC, based in Cincinnati, OH, with 3 years of industry experience. Adrian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 5,137 clients with $24B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
1919 Investment Counsel charges a percentage of your portfolio's value each quarter. The exact fee depends on the type of account and how much you have invested.
For individual accounts, the fee is:
- 1.00% on the first $3 million
- 0.70% on the next $7 million
- 0.60% on the next $15 million
- 0.50% on the next $30 million
- 0.40% on the balance
For fixed income accounts, the fee is:
- 0.50% on the first $3 million
- 0.35% on the next $7 million
- 0.20% on the next $15 million
- 0.25% on the next $30 million
- 0.20% on the balance
- 0.10% on the balance
For AKIA clients, the fee is 0.50% to 1.00% of assets under management.
The minimum account size is $2 million.
Location
600 Vine Street, Suite 2000, Cincinnati, OH, 45202
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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 Activities
Adrian works as a consultant for my529 in Salt Lake City, UT, since 2011. This activity is investment-related.
Employment History
Current Registrations
1919 Investment Counsel, LLC
Previous Registrations
Legacy Financial Advisors, INC.
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.