Adam Sheer is a registered investment advisor at Corient, based in Dallas, TX, with 5 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Estate Planning, and 4 more. Their firm serves 26,586 clients with $170B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees vary by client and services provided, ranging up to 1.00% per year, and are negotiable. Clients acquired through business acquisitions may remain on their legacy fee schedules.
Fee Estimator
Location
5950 Sherry Lane, Suite 600, Dallas, TX, 75225
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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 →Other Business Activities
Adam advises Memoria, guiding families through funeral planning, and sits on the board of directors for Cedar Park Cemetery. These activities require minimal time and are not investment-related.
Employment History
Current Registrations
Corient
Previous Registrations
Corient
Roosevelt Investments
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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