Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for financial planning and consulting services are negotiable, with IARs charging up to $250 per hour or a fixed fee. There is no minimum or maximum fixed fee. The specific hourly rate or fixed fee will be specified in your agreement. For SDBA services, the fee is fixed and may not be negotiated. A minimum account value of $6,500 is required for non-wrap and SDBA services, but this may be waived in certain circumstances.
Areas of Practice
Advisor Information
Office location
Denver, CO
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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 an investment advisor representative with First Heartland Consultants Inc. and part owner of Papaya Sue LLC, an online clothing retailer. He also works as an agent/broker selling fixed life and health insurance through AM Insurance Services, Inc. dba AM Retirement Services, is a relationship manager at BYU Idaho, and sells Medicare Advantage plans.