Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees are negotiable and vary depending on the service. For CMAP accounts, fees are based on a percentage of assets. Advisor Managed Portfolios have a single 'wrap' fee covering advisory services and transactions, plus an AssetMark platform fee. CAAP and UMA portfolios also use wrap fees. Third Party Money Manager Selection services have fees ranging from 0.25% to 1.25% annually, plus TPMM fees. Financial planning fees range from $500 to $10,000 (fixed) or $50 to $300 per hour.
Areas of Practice
Advisor Information
Office location
5951 Jefferson Ct. NE., Albuquerque, NM, 87109
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Adam is a partner at Charles Stephen and Co., an agent, an investment advisor at The Ameriflex Group (nearly full-time), and a board member for multiple organizations. He also works as a fixed insurance agent, dedicating a few hours per week to this role.