Adam Mayer is a registered investment advisor at Advisors Asset Management, INC., based in Dunwoody, GA, with 26 years of industry experience. Adam 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. Their firm serves 1,505 clients with $2.2B 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 | 2.50% |
Annual fees for fixed income strategies generally range from 0.20% to 2.00%, and equity strategies range from 0.45% to 2.5%. Fees are negotiable.
Fee Estimator
Location
Dunwoody, GA
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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 is a board member (past president) for Temple Sinai of Atlanta, a non-profit synagogue. This voluntary position requires about 10-20% of his time and is not securities business related.
Employment History
Current Registrations
Advisors Asset Management, INC.
Advisors Asset Management, INC.
Advisors Asset Management, INC.Broker
Previous Registrations
Valubond Securities, INC.Broker
Banc of America Securities LLCBroker
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.
Exams
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