Kathleen Adams
Kathleen Adams is a CFP-designated registered investment advisor at Second 50 Financial, based in Manhattan Beach, CA, with 26 years of industry experience. Kathleen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 156 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Second 50 Financial charges a percentage of your portfolio's value annually for investment management. This fee typically ranges from 0.50% to 1.00% per year. The specific fee and structure (tiered or flat) will be in your agreement. Fees are charged quarterly in advance.
Location
111 N. Sepulveda Blvd, Suite 300, Manhattan Beach, CA, 90266
Get directionsHistory
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 ActivitiesSells Insurance
Kathleen is a licensed insurance agent providing insurance sales and service, dedicating minimal time to this. She is also an author of an investment-related book, spending minimal time on this activity.
Employment History
Current Registrations
Second 50 Financial
Previous Registrations
Ashton Thomas Private Wealth
Royal Alliance Associates, INC.Broker
Signator Investors, INC.Broker
Seia
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations3 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.