Alan Adelman is a registered investment advisor at Frost Investment Advisors, LLC, based in San Antonio, TX, with 7 years of industry experience. Alan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 9 clients with $5.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.20% |
Advisory fees for separately managed accounts range from 0.04% to 0.20% annually based on investment strategy complexity and service level. Fees are negotiable at management discretion.
Fee Estimator
Location
111 West Houston Street, 10th Floor, San Antonio, TX, 78205
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Regulatory 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
Alan volunteers on the investment committees for three non-profit organizations: The Sisters of Charity, Community in Schools, and the San Antonio Lighthouse. He assists with fiduciary oversight of investment accounts, dedicating minimal time to each organization.
Employment History
Current Registrations
Frost Investment Advisors, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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