Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees vary depending on the service. Compass and AdvisorFX accounts have advisor fees (up to 2% of assets) and platform fees. Financial planning is offered at $300/month, $300/hour, or up to $35,000 flat. Align Wealth Management is a fixed annual fee of $15,000-$75,000. Pontera platform fee is 0.25% charged quarterly. The Advisor fee is negotiable between you and your Financial Professional. Some Financial Professionals will choose to pay the Platform Fee on your behalf, and some Financial Professionals have negotiated for no Platform Fee.
Areas of Practice
Advisor Information
Office location
9729 Cogdill Rd., Ste. 104, Knoxville, TN, 37932
Get directionsRegulatory History (2)
Financial
February 2025Financial
November 2024Other Business Activities
Adam is self-employed, mining Bitcoin as a hobby since 2021, which generates passive income and requires minimal time. He also works as a driver for Uber on weekends, dedicating about 10-20% of his time.