Adam Joseph Melom
Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial planning fees range from $150 to $400 per hour or are fixed, ranging from $100 to $15,000. The exact fee depends on the IAR, scope, and complexity. Asset management services are also offered, with fees varying by IAR and platform. Lower fees for comparable services may be available elsewhere.
Areas of Practice
Advisor Information
Office location
4201 42nd Street Ne, Suite 100, Cedar Rapids, IA, 52402
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 works for Freedom Financial Group as an Investment Advisor Representative since 2020, dedicating full-time hours to financial planning. He also works for Freedom Financial Group selling long-term and life insurance, taking about half of his time.