Eugene Adams
Eugene Adams is a registered investment advisor at Adams-Hansen & Associates, based in Minnetonka, MN, with 39 years of industry experience. Eugene operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 80 clients with $64M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $6.0M | 0.80% |
| $6.0M - $9.0M | 0.60% |
| $9M+ | 0.40% |
Fees are negotiable. Institutional clients are charged either an agreed upon annual fee or 0.4% for defined contribution plans.
Fee Estimator
Location
13911 Ridgedale Drive, Suite 170, Minnetonka, MN, 55305
Get directionsHistory
Regulatory History (2)
Regulatory
August 2015Criminal
May 1967Other Business ActivitiesSells Insurance
Eugene is the 100% owner of Business Benefit Finance, Inc., an independent insurance agency, since 1984. He manages investment fees, estate, and business insurance, dedicating about a quarter of his time to this activity.
Employment History
Current Registrations
Adams-Hansen & Associates
Previous Registrations
Gradient Securities, LLCBroker
Centaurus Financial, INC.Broker
Workman Securities CorporationBroker
Prospera Financial Services, INC.Broker
The O.N. Equity Sales CompanyBroker
Walnut Street Securities, INC.Broker
The O.N. Equity Sales CompanyBroker
Cadaret, Grant & CO., INC.Broker
Chubb Securities CorporationBroker
State Registrations2 states
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.