Adam France is a CFA-designated registered investment advisor at 1492 Capital Management, LLC, based in Milwaukee, WI, with 16 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, High Net Worth, and 2 more. Their firm serves 101 clients with $220M 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 $25.0M | 1.00% |
| $25.0M - $50.0M | 0.90% |
| $50M+ | 0.80% |
Fee schedule is for Small Cap Growth and Small Cap Value strategies. Small Cap Core Alpha: First $25 million is 1.25%, assets over $25 million is 1.00%. Small Cap Dynamic Hedge: 1.95%. Wealth Management: 1.00%. Fees may be negotiable.
Fee Estimator
Location
111 East Wisconsin Avenue, Suite 1300, Milwaukee, WI, 53202
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
1492 Capital Management, LLC
State Registrations1 state
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