NMIS does not deduct fees directly from clients’ accounts. Advisory fees are negotiated on a case-by-case basis and vary depending on specific services provided. Clients are not required to pay advisory fees in advance.
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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 →Adam may earn commissions from insurance companies for sales of non-variable life, health, annuity, and/or disability income insurance products. He also co-owns an investment property and has two legal entities for business purposes, each requiring minimal time.