Adam Robinson is a CFP-designated registered investment advisor at Sevenwealth LLC, based in Longmont, CO, with 26 years of industry experience. Adam 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, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.05% |
| $2.0M - $5.0M | 0.95% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Location
Longmont, CO
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 ActivitiesSells Insurance
Adam sells fixed insurance products, dedicating about 10% of his time to this activity. He is also the President and owner of Seven Wealth, LLC, spending all of his time on this investment-related business, and offers tax preparation services, which takes minimal time. Finally, Adam owns Chill303, LLC, a cryotherapy and instasculpting business, but spends no time on it.
Employment History
Current Registrations
Sevenwealth LLC
Previous Registrations
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
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.