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Adrian Schau is a Certified Financial Planner™ and Investment Advisor Representative with 1919 Investment Counsel, LLC. Adrian has been in the industry since February 2011 and is registered with the state of Ohio. Adrian has worked with a number of firms, including Triad Advisors, Inc. and my529, before joining 1919 Investment Counsel, LLC in April 2019. Adrian's areas of specialization include retirement planning, college savings, and estate planning. Adrian is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Nondiscretionary investment advice and certain family office services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Asset-based fees for nondiscretionary model advice
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OH
04/27/2023 - Present
1919 Investment Counsel, LLC (Cincinnati OH)
Active
Inactive
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