Jeffrey Adams is a CFP-designated registered investment advisor at Adams Ashby Financial Advisors, based in Sacramento, CA, with 28 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 43 clients with $480M 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 | 1.25% |
Fees are billed quarterly in advance at 0.3125% per quarter (1.25% annually). Fees are generally not negotiable.
Fee Estimator
Location
3508 Cody Way, Suite 100, Sacramento, CA, 95864
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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
Jeffrey assists with his parents' real estate investments, including reviewing financial records and consulting on management, considering it part of their financial planning relationship. He also manages his own investment real estate and manages family-owned real estate on behalf of his mother, devoting about a quarter of his time to this activity.
Employment History
Current Registrations
Adams Ashby Financial Advisors
Previous Registrations
Citigroup Global Markets INC.
Morgan Stanley
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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