DA

Drew Stephenson Adams

19 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
11 advisors
Number of Clients
1,242 clients
Average Client Portfolio
$516K average
Assets Under Management
$641.4M

Fee Structure

Hourly Rate:$200 - $300/hr

Advisory fees are typically based on a percentage of assets under management (AUM). Hourly analysis, audit fees, and retirement plan administration fees may be billed separately under different agreements. The sample fee schedule provided is for illustrative purposes only, and actual fees may vary for each Investment Adviser Representative (IAR). However, in no cases will the maximum fee charged to a client at any level exceed 0.80% (8/10 of 1%). A retainer agreement has a minimum fee of $1,000 billed at a rate of $200 per hour. The hourly rate for limited scope engagements is $300.

Areas of Practice
Investment ManagementRetirement PlanningEstate Planning
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Advisor Information

Office location

Hendrickson Building - Suite 207, P.O. Box 1728, Harlan, KY, 40831

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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 Activities

Drew is a board member of the Harlan County Economic Development Authority, dedicating minimal time. He is also a board member of Camp Blanton, a private trust, dedicating minimal time.

Employment History
Current Registrations
Alexander Investment Services CO.
June 2014 - Present · 11 yrs 7 mos
Alexander Investment Services CO. Broker
April 2007 - Present · 18 yrs 9 mos
Previous Registrations
Northwestern Mutual Investment Services, LLC Broker
August 2006 - January 2007 · 5 mos
State Registrations4 states
KYTNVAWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.