Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for financial planning and consulting are negotiated between you and your IAR, depending on the nature of the services, time, and complexity. The maximum fee for Wrap accounts is 2.0%, which coincides with IFP’s maximum fee if the account is not a TPAM account. The maximum fee for a TPAM account is 2.5%.
Areas of Practice
Advisor Information
Office location
9700 Bunsen Parkway, Louisville, KY, 40299
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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 operates under the DBA Lifetime Wealth Strategies, dedicating full-time hours to it. He also owns Fixed Insurance, where he sells insurance, and LWS Properties LLC, and is involved with TASC Properties and Plowshares Farm Center.