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How does the advisor help clients – Key Takeaways:
VON ADELUNG WEALTH MANAGEMENT is committed to providing high-quality financial expertise to its clients. The team of experienced advisors specializes in creating tailored financial plans that align with each client’s unique goals and needs. They offer a comprehensive range of financial services, including investment management, retirement planning, estate planning, and more.
Facts and Insights
VON ADELUNG WEALTH MANAGEMENT has been in business for over 20 years, initially founded in 1999. The firm currently has over $500 million in assets under management and a team of 18 experienced advisors.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 18 | 20+ years |
Financial Services Offered
VON ADELUNG WEALTH MANAGEMENT offers a wide range of financial services to help clients achieve their financial goals. These include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Educational funding
Client Types
The team at VON ADELUNG WEALTH MANAGEMENT works with a diverse range of clients, including high-net-worth individuals, families, and business owners. They also provide services to corporate retirement plans, foundations, and endowments.
Fees & Compensation
VON ADELUNG WEALTH MANAGEMENT operates on a fee-only basis, meaning that they do not earn commissions from the sale of financial products. This ensures that their advice is always in the best interest of their clients. The exact fee structure varies depending on the services provided and the size of the client’s portfolio.
Background
The founder of VON ADELUNG WEALTH MANAGEMENT, John von Adelung, has over 30 years of experience in the financial industry. He holds a Bachelor’s degree in Economics and a Master’s degree in Business Administration. The advisors at the firm also have a strong educational background and years of experience in the industry.
Financial Advisor Disclosures to Know
VON ADELUNG WEALTH MANAGEMENT is a registered investment advisor with the U.S. Securities and Exchange Commission. As such, they are required to disclose any potential conflicts of interest or disciplinary actions. Clients can access this information through the firm’s Form ADV, available on the SEC’s website.