Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Fee Structure
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.
Advisor Information
Office location
1000 Legion Pl Ste 1400, Orlando, FL, 32801
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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 earns commissions from insurance companies for sales of non-variable life, health, annuity, and/or disability income insurance products. He also works as a bookkeeper/manager for Steen and Harris Orthodontics for about 10-20% of his time and owns two legal entities, Bird's Nest Enterprise LLC and WDE Holdings, LLC, dedicating minimal time to each.