Adam O'hair is a registered investment advisor at Edward Jones, based in Boulder, CO, with 27 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 Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B 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 | 1.40% |
The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.
Fee Estimator
Location
1510 28th St Suite 150, Frontage Road, Boulder, CO, 80303-1033
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2012Other Business Activities
Adam is a co-owner of Black Hawk Investments LLC since 2015 and has ownership/partnership in real estate in Boulder, CO since 2014 and Washington, DC since 2022. He reports no responsibilities and dedicates minimal time to these activities.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations39 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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