Adams Wealth Advisors
Assets Under Management
$709.1M
Number of Clients
717
Number of Advisors
9
Average Client AUM
$989K
AUM per Advisor
$78.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Adams Wealth Management offers portfolio management, financial planning, and estate planning as part of its wealth management services. It also provides employer-sponsored retirement plan advisory services, sub-advisory services to other advisors, and business succession planning. The firm uses quantitative, fundamental, and economic analysis to determine investment strategies.
Fee Structure
Wealth management fees are negotiable and can be up to 2.5% annually, billed quarterly or monthly. Clients invested in the Defined and Fairway Strategies will pay a performance fee of 20% based on capital appreciation, in addition to the annual management fee. Employer-sponsored retirement plan advisory fees can be up to 2.0% annually. Business succession planning is charged via a negotiable monthly retainer. There may be additional fees charged by third parties. AWM requires a minimum account size of $500,000, but may waive this requirement at its discretion.
Areas of Practice
Location
701 S Main, Suite #400, Logan, UT, 84321