Assets Under Management
$4.4B
Number of Clients
895
Number of Advisors
N/A
Average Client AUM
$4.9M
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
Adero Partners offers discretionary investment management, financial planning, and consulting services. Investment management includes financial planning and consulting. Consulting services are offered on a stand-alone fee basis. Adero may recommend private investment funds and independent investment managers. They also help clients obtain insurance solutions and cash management solutions.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 0.95% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $20.0M | 0.50% |
| $20.0M - $30.0M | 0.40% |
| $30M+ | 0.30% |
Adero may negotiate alternative fee arrangements with the client.
1646 N. California Blvd., Suite 320, Walnut Creek, CA, 94596