Albert Bernard Vonderheide

CFP

Oneseven

23 Years of Experience

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Firm Information

Oneseven

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

105 advisors

Number of Clients

5,456 clients

Average Client Portfolio

$889K average

Assets Under Management

$4.8B

Fee Structure

Financial Plan Fee:$100 - $25,000

Hourly Rate:$100 - $500/hr

Investment management fees range from 0.05% to 2.00% annually, depending on the size and complexity of the client relationship. Financial planning is offered on an hourly basis ($100-$500/hour) or fixed fee basis ($100-$25,000 per billing period). Fees are negotiable. Clients using SMArtX also pay a platform fee.

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Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth

Advisor Information

Office location

9428 Kenwood Road, Cincinnati, OH, 45242

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Regulatory History (1)

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Judgment / Lien

March 2012

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Other 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.