Adam Alexander Gelmon
Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees are negotiable and vary based on the IAR, market value of assets, complexity of services, securities utilized, and administration level. The maximum program fee is 2.50%. Minimum new account values start at $10,000. Financial planning and consulting fees are also negotiable and can be hourly, fixed, or a percentage of assets. Cash sweep programs may generate revenue for the firm, creating a potential conflict of interest.
Areas of Practice
Advisor Information
Office location
1920 McKinney Avenue, Suite 1150, Dallas, TX, 75201
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 is the owner of The Sabin Group and a wealth advisor at Steward Partners Global Advisory, LLC, each taking about half of his time. He is also a passive investor in WIB Security LTD, Cyber 19 LLC, and 59 CH Ventures Master LP- Umbra Series B.