David Adamson
David Adamson is a ChFC-designated registered investment advisor at W&s Brokerage Services, INC., based in Orland Park, IL, with 28 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning, Socially Responsible Investing, and 1 more. Their firm serves 772 clients with $260M 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 $250K | 1.50% |
| $250K - $500K | 1.40% |
| $500K - $750K | 1.30% |
| $750K+ | 1.10% |
Fees may be negotiable at the sole discretion of W&S Brokerage Services, Inc. Potential fee reductions apply if funded from previous accounts that incurred commissions within 36 months.
Fee Estimator
Location
15321 South 94th Ave, Suite 101, Orland Park, IL, 60462
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2014Other Business ActivitiesSells Insurance
David is a full-time sales manager at Western Southern Life in Orland Park, IL.
Employment History
Current Registrations
W&s Brokerage Services, INC.
W&s Brokerage Services, INC.Broker
Previous Registrations
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations7 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.
Exams
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