Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AFP offers a wrap fee program where a single fee covers advisory services and custodial transaction costs. The maximum annual fee is 3%. Fees are negotiable and may vary among clients. Third-party managed accounts have fees for the advisor, platform, and manager. Clients may also incur brokerage, investment, and custodial expenses.
Areas of Practice
Advisor Information
Office location
13537 Barrett Parkway Drive, Suite 300, Manchester, MO, 63021
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 operates under the name Grand Glaize Wealth Management, offering securities and advisory services. He also serves as a support director consultant for Business Networking International, a board member for The Changing Table and Lake Area Industries, and treasurer for the Optimist Club, focusing on finances and fundraising for these organizations.