Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AAM's advisory fees are generally based on a percentage of assets under management. Annual fees for fixed income strategies range from 0.20% to 2.00%, and equity strategies range from 0.45% to 2.5%. Fees and services may be negotiated based on client type, asset class, and other factors. AAM usually requires a minimum account size of $250,000 for fixed income strategies and $100,000 for equity strategies, but this is also negotiable. AAM also provides investment management services as a sub-adviser to certain accounts, typically ranging from 0.25% to 0.70% of the assets managed by AAM.
Areas of Practice
Advisor Information
Office location
Dunwoody, GA
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 Activities
Adam is a board member (past president) for Temple Sinai of Atlanta, a non-profit synagogue. This voluntary position requires about 10-20% of his time and is not securities business related.