Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
This firm offers investment management, financial planning, family office, and retirement plan advisory services. The brochure does not include a specific AUM fee schedule. Financial planning is offered as a separate service. Clients should inquire directly about specific fees for services.
Areas of Practice
Advisor Information
Office location
6 Westwood Avenue, 2nd Floor, Scarborough, ME, 04074
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 Activities
Adam is involved with Integrated Financial Partners and Integrated Wealth Concepts, LLC as a registered investment advisor, dedicating about half his time to these activities. He also has a business entity called Wealth By Design for tax/investment purposes, spending about 10-20% of his time on it.