Adam Vertes is a registered investment advisor at Objective Capital Management, LLC, based in Pepper Pike, OH, with 31 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 271 clients with $300M 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 $2.0M | 1.50% |
| $2.0M - $15.0M | 1.00% |
| $15M+ | 0.85% |
Advisory fee is negotiable depending on individual client circumstances. OCM may combine the account values of family members living in the same household to determine the applicable advisory fee.
Fee Estimator
Location
29325 Chagrin Blvd, Suite 204, Pepper Pike, OH, 44122
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
Adam is involved in several family-held LLCs and real estate investments, including First Interstate Properties, Pinetree Road LLC, and Cambridge Plaza Company/Carriage Hill Apartments. He also serves as an executor for a family philanthropic fund.
Employment History
Current Registrations
Objective Capital Management, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Advest, INC.
Advest, INC.Broker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Maxus Securities CORPBroker
Daley Securities, INC.Broker
Everen Securities, INC.Broker
Dean Witter Reynolds INC.Broker
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.