Laura Adams is a registered investment advisor at Adams Asset Advisors LLC, based in Dallas, TX, with 23 years of industry experience. Laura operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 118 clients with $840M 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 $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Schedule is for equities. Fixed income schedule is: Less than $1mm: 0.40%, $1 to $5mm: 0.30%, Greater than $5mm: 0.20%. For clients that choose to have Adams Asset Advisors recommend mutual funds or other money managers versus a portfolio of individual securities, fees are negotiable and may differ from the schedule above, typically 0.75% of account value. The Advisor may consider special factors and negotiate fees other than those listed above.
Fee Estimator
Location
10670 N Central Expwy #470, Dallas, TX, 75231
Get directionsHistory
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
Laura is the President/Treasurer of Index Plus Fund, Inc, Alpha Hedge Fund, Inc, and Stock Dividend Fund, Inc, all open-end mutual funds, since 2002 and 2004. She spends about 10-20% of her time on each fund performing compliance, strategy implementation, and investment execution duties.
Employment History
Current Registrations
Adams Asset 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.