Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees are negotiable and can be hourly, fixed, or based on assets under management. Flat financial planning fees range up to $5,000, and hourly fees range from $100 to $300. Investment management fees vary between 0.01% and 2.00% of assets under management. Clients may incur transaction charges and fund expenses. The firm may negotiate, reduce, or waive advisory fees for certain client accounts.
Areas of Practice
Advisor Information
Office location
415 Commercial Court, Suite D, Venice, FL, 34292
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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 is a partner providing marketing and administrative assistance for Waypoint Advisors, and also works as a public speaker on basic financial health. He also sells fixed insurance products and dedicates nearly full-time hours as an independent advisor representative for Wealthplan Partners.