Steven Adams is a registered investment advisor at Adams Asset Advisors LLC, based in Dallas, TX, with 28 years of industry experience. Steven 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
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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 →Employment History
Current Registrations
Adams Asset Advisors LLC
Previous Registrations
Merrill Lynch Pierce Fenner & Smith INC.
State Registrations1 state
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