Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Vision Program pay an annual asset-based fee of up to 1.2% of the account value, covering account reporting, investment advisory services, Financial Advisor compensation, and Pontera. This fee is negotiable and may vary based on circumstances. The Vision Advisory Account Fee is generally billed quarterly in arrears. The value of Unsupervised Assets are excluded from the fee calculation. Clients are also responsible for embedded fees and expenses associated with the Designated Investment Options.
Areas of Practice
Advisor Information
Office location
250 Nicollet Mall, SUITE 2000, 16th Floor, Minneapolis, MN, 55401-1931
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 serves on the board of directors for Mount Zion Hebrew Congregation, a non-profit religious institution, dedicating minimal time. He also serves on the board of directors and finance committee for Maayanot Community Mikveh of Minnesota, an organization focused on creating a ritual bath, dedicating minimal time.