Gerald Adams is a registered investment advisor at Adams and CO Financial Services, based in Cincinnati, OH, with 22 years of industry experience. Gerald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5M+ | 0.75% |
Fees may be negotiable. Accounts within the same household may be combined for a reduced fee. Combined annual investment management fees and estate planning facilitation fees are subject to a 1.75% total fee cap.
Fee Estimator
Location
Cincinnati, OH
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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 and CO Financial Services
Previous Registrations
The Leaders Group, INC.Broker
Pacific Select Distributors, LLCBroker
Hornor, Townsend & Kent, INC.Broker
Donahue Securities, INC.Broker
Aag Securities, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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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