AM
CFA
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
232 advisors
Number of Clients
11,852 clients
Average Client Portfolio
$727K average
Assets Under Management
$8.6B
Fee Structure
Minimum Investment:$25K
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.25% |
| $500K - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Financial Plan Fee:$1,000 - $40,000
Hourly Rate:$150 - $400/hr
Fees for portfolio management are negotiable and can be tiered or floating flat. Financial planning fees range from $1,000 to $40,000 per plan or $150 to $400 per hour. Investment consulting fees are also negotiable and can be fixed or hourly, with the same rate ranges as financial planning. A monthly subscription fee for advice ranges from $35 to $250. Retirement plan consulting fees have a maximum of 1.50% for asset-based fees.
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningEducation PlanningCharitable GivingInsurance Planning
Loading...
Advisor Information
Office location
6600 Peachtree Dunwoody Rd., Embassy Row 600, Suite 575, Atlanta, GA, 30328
Get directionsRegulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
June 2020Final
Employment Separation After Allegations
June 2018Other Business ActivitiesSells Insurance
Adam is a licensed insurance agent since 1999, dedicating minimal time to this activity. He also teaches finance courses at Regis University, spending about 10-20% of his time.
Employment History
Current Registrations
Advisory Services Network
November 2018 - Present · 7 yrs 2 mos
Previous Registrations
Advisory Services Network
November 2018 - November 2018 · 0 mos
Northwest Asset Management
June 2018 - October 2018 · 4 mos
Northwest Asset Management
June 2018 - June 2018 · 0 mos
Western Wealth Management LLC
June 2016 - June 2018 · 2 yrs
LPL Financial LLC Broker
September 2009 - June 2018 · 8 yrs 9 mos
LPL Financial Corporation
September 2009 - December 2009 · 3 mos
Gallacher Capital Management, LLC
August 2009 - July 2016 · 6 yrs 11 mos
Mutual Service Corporation
July 2005 - September 2009 · 4 yrs 2 mos
Mutual Service CorporationBroker
February 2004 - September 2009 · 5 yrs 7 mos
First Investors CorporationBroker
September 1999 - February 2004 · 4 yrs 5 mos
State Registrations3 states
CONETX
Advisor
Exams
No exam information available for this advisor.