“Fees may seem small, but over time they can have a major impact on your investment portfolio.”
Securities & Exchange Commission, Office of Investor Education & Advocacy

Choose WealthBridge Portfolios

Lower Costs:

  • Advisor Fees of .50% for portfolios above $50,000
  • Portfolio construction utilizing low cost Exchange Traded Funds
  • Committed to full transparency on all fees and expenses

Personalized Advice:

  • We use cutting edge technology to accurately identify your risk
  • You receive the benefit of a personal advisor, a customized investment plan, and ongoing portfolio management

Our Process

Wealth Bridge Portfolios
Wealth Bridge Portfolios
Wealth Bridge Portfolios
Wealth Bridge Portfolios
Wealth Bridge Portfolios

Costs Matter

Retirement Industry in Louisville

Your Wealth Grows Faster With Lower Costs

Grow Your Wealth Faster

Our Advisors

Jeff Adkins

Jeff Adkins

502.893.4584
jadkins@aldyncapital.com

John McGlynn

John McGlynn

502.893.4586
jmcglynn@aldyncapital.com

Bill Nevius

Bill Nevius

502.893.4588
nevius@aldyncapital.com

Get Started Today!

Simply select the “Get started online” button. Or, call us at 502-893-4555 to learn
what partnering with a WealthBridge financial advisor could mean for your portfolio.

To take advantage of Services:
A $50,000 minimum is required. Preferred pricing begins at $125,000. Lower fees apply to assets under management of $1 million or more. Please call for detailsThere is no obligation.

WealthBridge Portfolios are managed by Aldyn Capital, LLC. an OSJ of L.M. Kohn & Company. Securities and Investment Advisory Services offered through L.M. Kohn & Company, a registered Broker/Dealer, Member FINRA/SIPC/MSRB, 10151 Carver Road, Suite 100, Cincinnati, OH 45242, 800-478-0788.

Accounts with less than $125,000 will have a higher minimum annual account fee. Advisory fees are negotiable. The WealthBridge Portfolios platform is a low cost investment platform offered by Aldyn Capital, other platforms and services are available to clients at additional costs.