Gregory Adams is a registered investment advisor at Optimist Capital, based in Palm Beach Gardens, FL, with 25 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 70 clients with $97M 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 | 1.25% |
Minimum client relationships are $1mil, however agreements can be made for smaller assets on a case by case basis. All fees are negotiable.
Fee Estimator
Location
2401 Pga Blvd, Suite 148, Palm Beach Gardens, FL, 33410
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 →Employment History
Current Registrations
Optimist Capital
Previous Registrations
Ameritas Investment CORP.Broker
Ameritas Investment CORP
Lowry Capital Management Corporation
Allen, Mooney & Barnes Brokerage Services, LLCBroker
Allen, Mooney & Barnes Investment Advisors, LLC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Shields & CompanyBroker
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.