Adero Partners, LLC
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
About This Firm
Adero Partners offers discretionary investment management and financial planning services. They consult with clients to develop investment objectives and strategies, and monitor portfolios quarterly. Consulting services are also offered on a stand-alone fee basis. Adero may recommend private investment funds and independent investment managers.
Fee Structure
AUM-Based Fees (Tiered)
| 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 clients.
Fee Estimator
Adero charges an annual advisory fee based on a percentage of assets under management. They also offer financial consulting services on a stand-alone fee basis, charging either an hourly rate ($250-$500) or a fixed fee. Fees are billed quarterly, in advance. Adero generally requires a $2 million minimum asset value for investment management services, but may reduce this at their discretion.
Areas of Practice
Location
1646 N. California Blvd., Suite 320, Walnut Creek, CA, 94596