Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
440 advisors
Number of Clients
11,822 clients
Average Client Portfolio
$164K average
Assets Under Management
$1.9B

Fee Structure

Minimum Investment:$5K
Financial Planning:Investment management only

BLAS co-sponsors wrap fee programs with third-party managers. These programs have advisory fees ranging from 1.00% to 2.18% annually, and account minimums range from $5,000 to $150,000.

Areas of Practice
Investment Management
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Advisor Information

Office location

1101 Opal ct suite 302, Hagerstown, MD, 21740

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Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Adam is a unit supervisor and insurance representative with Bankers Life since 2009, managing a team of agents and responsible for hiring and training. He is also appointed with KFA through BLC, allowing agents to write business for Medicare Supplement, Annuity and Equity Indexed annuity insurance products, life insurance, health and LTC, dedicating full-time hours to this activity.

Employment History
Current Registrations
Bankers Life Advisory Services, INC.
October 2019 - Present · 6 yrs 3 mos
Previous Registrations
American Express Financial Advisors, INC.
August 2002 - October 2002 · 2 mos
State Registrations3 states
MDPAWV
Advisor
Exams
No exam information available for this advisor.
Adam Russell Clayton - Financial Advisor | AdvisorDiscover