Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $750K | 1.25% |
| $750K - $1.5M | 1.00% |
| $1.5M - $5.0M | 0.85% |
| $5.0M - $15.0M | 0.75% |
| $15M+ | 0.75% |
Fees negotiable for accounts over $15,000,000.
Fee Estimator
For portfolio management, fees are based on a percentage of your assets under management. For financial planning and consulting, fees are charged hourly (up to $600/hour) or as a flat fee (up to $35,000). Retirement plan consulting is billed hourly (up to $500/hour), as a flat fee (up to $25,000), or as a percentage of plan assets (up to 1.00%). Fees are negotiable. A minimum account balance of $500,000 is generally required for Comprehensive Portfolio Management, but this may be waived.
Areas of Practice
Advisor Information
Office location
8737 E. Via De Commercio, Suite 100, Scottsdale, AZ, 85258
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Adam is a managing partner of Altamira Properties, LLC, an owner-occupied commercial building, spending a few hours per week. He also owns a personal rental property and dedicates minimal time to it, and assists clients in accessing annuities and insurance protection through Highland Capital, an MGA, spending minimal time on this activity.