Advisor at Adk Wealthcare Partners
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Adk Wealthcare Partners
Location
Alhambra, IL
Credentials
CFP®, Series 66
Industry experience
23 years
Albert Kaufman is a CFP® with 23 years of experience in the financial services industry. He is the principal advisor at ADK Wealthcare Partners, an independent firm he has been affiliated with since 2015, following prior experience at LPL Financial. Outside of his advisory work, Kaufman manages a small hobby farm that he inherited and operates with his family. ADK Wealthcare Partners serves individual and high-net-worth households, managing approximately $28.7 million across about 20 client accounts. The firm offers discretionary portfolio management, financial planning, and consulting, employing a blend of fundamental, quantitative, and modern-portfolio theory analysis to develop tailored investment strategies.
Fixed fees between $1,000 and $10,000 for financial planning services.
$0 - $100,000: 1.50% $100,000 - $500,000: 1.30% $500,000 - $1,000,000: 1.10% $1,000,000 - $3,000,000: 0.90% $3,000,000 - $5,000,000: 0.80% $5,000,000 - $10,000,000: 0.70% $10,000,000 - $30,000,000: 0.65% $30,000,000+: 0.55%
$100 to $160 per hour for consulting and financial planning services.
Account minimum: $5,000 (may be waived at discretion)
Alhambra, IL
Colorado · Illinois · Texas
ADK Wealthcare LLC
2019 - Present (7 years)
Wealthcare Advisory Partners LLC (DBA: ADK | Wealthcare Partners)
2015 - Present (11 years)
LPL Financial
2010 - 2019 (9 years)
LPL Financial
2010 - 2019 (9 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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