IW
CFA
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
3 advisors
Number of Clients
47 clients
Average Client Portfolio
$6.0M average
Assets Under Management
$283.8M
Fee Structure
Minimum Investment:$1M
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.40% |
| $20M+ | 0.20% |
Fees on assets above $25,000,000 may be customized and may change on a client-by-client basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Financial Plan Fee:$1,000 - $50,000
Hourly Rate:$250 - $550/hr
Adasina charges a tiered annual fee for investment management services, prorated and payable monthly in advance. Fees on assets above $25,000,000 may be customized. Financial consulting services may be charged fixed fees ranging between $1,000 and $50,000, or an hourly rate ranging between $250 to $550 per hour. Fees may be negotiable under certain limited conditions.
Areas of Practice
Investment ManagementFinancial Planning & Coaching
Loading...
Advisor Information
Office location
Cypress, TX
Get directionsRegulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Adasina Social Capital
March 2025 - Present · 10 mos
Previous Registrations
Transamerica Financial Advisors, INC Broker
February 2016 - December 2016 · 10 mos
State Registrations3 states
CACOTX
Advisor
Exams
No exam information available for this advisor.