Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees range up to 2.50% annually, depending on complexity and assets managed. Financial planning is offered on an hourly basis (up to $500/hour) or a fixed fee. Retirement plan consulting fees can be based on a percentage of plan assets (up to 1.25% annually), hourly (up to $400/hour), or a flat rate. Fees are negotiable.
Areas of Practice
Advisor Information
Office location
55 West Street, Suite 201, Walpole, MA, 02081
Get directionsRegulatory History
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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Adam works full-time providing investment advisory services for Patriot Financial Group and Riverside Retirement Advisors. He also serves as VP of Membership for Northwest CT Human Resource Association and owns Seifert Holdings, LLC to receive advisory fees, dedicating about a quarter of his time to the LLC.