AS
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
165 advisors
Number of Clients
9,142 clients
Average Client Portfolio
$658K average
Assets Under Management
$6.0B
Fee Structure
Financial Plan Fee:Up to $15,000
Hourly Rate:$150 - $400/hr
Management service fees are up to 1.85% annually, based on factors like investment types and relationship size. Fees may be negotiable. Financial planning fees range from $150 to $400 per hour or are offered as fixed fees. Ongoing financial planning and consulting fees range up to $15,000 per quarter. Retirement plan advisory fees are up to 1.25% annually.
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
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Advisor Information
Office location
1065 Andrew Drive, West Chester, PA, 19380
Get directionsRegulatory History (1)
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Regulatory
July 2021Final
Other Business Activities
Adam owns Sasom Holdings LLC, a real estate holding company, dedicating a few hours per week to managing maintenance and rental activity. He also serves as Treasurer and Director on the Skyline Bel Air Estates Homeowner's Association Board of Directors, spending minimal time on this role.
Employment History
Current Registrations
Wealthcare Advisory Partners LLC
January 2023 - Present · 3 yrs
Previous Registrations
Sommers Financial Management
June 2010 - February 2023 · 12 yrs 8 mos
State Registrations3 states
AZORTX
Advisor
Exams
No exam information available for this advisor.