Teresa Adams
Teresa Adams is a registered investment advisor at Gaddis Premier Wealth Advisors LLC, based in Denison, TX, with 15 years of industry experience. Teresa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,315 clients with $310M 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 $100K | 1.50% |
| $100K - $500K | 1.35% |
| $500K - $750K | 1.15% |
| $750K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.60% |
Fees may be negotiable.
Fee Estimator
Location
1430 W. Crawford, Denison, TX, 75020
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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 ActivitiesSells Insurance
Teresa is a notary since 2017. She also works with MVP Service Solutions selling non-variable insurance, dedicating minimal time to this activity.
Employment History
Current Registrations
Gaddis Premier Wealth Advisors LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Edward Jones
Edward JonesBroker
State Registrations1 state
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.