Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $250K | 1.85% |
| $250K - $500K | 1.70% |
| $500K - $1000K | 1.55% |
| $1.0M - $3.0M | 1.45% |
| $3.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.90% |
Fee for funds in the Fixed Account is 0.50%.
Fee Estimator
The AdvisorFlex Program charges a quarterly fee based on the value of your annuity contract. The annual fee ranges from 0.90% to 2.00% depending on the size of your account. For funds held in the Fixed Account, the maximum program fee is 0.50%. The minimum initial investment is $25,000. The Program Fee will vary among clients and may be negotiable under certain circumstances.
Areas of Practice
Advisor Information
Office location
1001 SW Higgins, Ste 201, Missoula, MT, 59801
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 owns UKIAH LLC, which holds a liquor license for a restaurant, and Upon the Rock Leadership, a leadership training company. He also serves as a board member and chair for Missoula Youth for Christ, dedicating minimal time to each of these activities.