Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFS is compensated for investment advisory services by either a percentage of assets under management or fixed fees. Fees are negotiable for both non-retirement accounts and retirement plan accounts. On an annualized basis, fixed fees for non-retirement plan accounts portfolio management services are not based on account AUM, but are negotiable with a maximum of 150 basis points (1.50%). Clients will also incur brokerage and other transaction costs.
Areas of Practice
Advisor Information
Office location
3300 Battleground Avenue Suite 202, Greensboro, NC, 27410-2447
Get directionsRegulatory History (7)
Regulatory
March 2015Customer Dispute
January 2013Customer Dispute
July 2011Customer Dispute
June 2011Employment Separation After Allegations
June 2011Customer Dispute
March 2011Customer Dispute
December 2009Other Business Activities
Adamson owns two single-family real estate properties in North Carolina and South Carolina. He also serves on the board of directors for the Triad Scottish Society, a non-profit, and acts as an executor, dedicating minimal time to each activity.