Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Adams Wealth Management charges a wealth management fee for portfolio management, financial planning, and estate planning services. This fee is an annual percentage of the market value of the client's account, billed quarterly in advance. The specific percentage is subject to negotiation. They also offer performance-based models with fees collected monthly in arrears. Qualified clients invested in the Defined and Fairway Strategies will pay a performance fee of 20% based on capital appreciation, in addition to the annual management fee. Business succession planning is offered for a negotiable monthly retainer. AWM requires a minimum account size of $500,000 for its separately managed accounts, but may waive this at its discretion.
Areas of Practice
Advisor Information
Office location
701 S Main, Suite #400, Logan, UT, 84321
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mitchell is a manager at Jones Simkins CPA Firm since 2004, dedicating nearly full-time hours. He also owns Teton Wasatch Ski Co., an online ski retailer, spending minimal time on it.