AL
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
1880 advisors
Number of Clients
817,328 clients
Average Client Portfolio
$368K average
Assets Under Management
$300.4B
Fee Structure
Minimum Investment:$100
Financial Planning:Included in AUM fee
This brochure does not include a fee table with fixed rates. Fees are not fixed, they vary within ranges.
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
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Advisor Information
Office location
7900 Windrose Ave, Plano, TX, 75024
Get directionsRegulatory History
Clean regulatory record
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 is an employee of The Vanguard Group, Inc.
Employment History
Current Registrations
Vanguard Advisers, INC.
August 2019 - Present · 6 yrs 5 mos
Vanguard Marketing Corporation
July 2019 - Present · 6 yrs 6 mos
Vanguard Marketing CorporationBroker
July 2019 - Present · 6 yrs 6 mos
State Registrations3 states
AZOKTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.