Adam Smith
Adam Smith is a registered investment advisor at Watership Private Capital Management, LLC, based in Brandenton, FL, with 24 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 3 clients with $1.4M 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 | 1.50% |
Maximum annual management fee is 1.50% and may be negotiable depending on the size of the account and services provided. A platform fee ranging from 0% to 1.00% will be charged by Altruist.
Fee Estimator
Location
14012 11th Terrace Ne, Brandenton, FL, 34212
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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
Adam is a managing partner at Private Financial Counsel, LLC, where he provides financial planning advice and recommends insurance solutions, including life, long-term care, and annuity products. This activity takes nearly full-time hours.
Employment History
Current Registrations
Watership Private Capital Management, LLC
Previous Registrations
Advisor Share Wealth Management, LLC
Caitlin John
Impact Partnership Wealth, LLC
Blackridge Asset Management, LLC
Securities America Advisors, INC.
Securities America, INC.Broker
Investacorp, INC.Broker
Investacorp Advisory Services INC
Ifs Advisory, LLC
Ifs SecuritiesBroker
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
J. B. Hanauer & CO.
J. B. Hanauer & CO.Broker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Natcity Investments, INC.
Natcity Investments, INC.Broker
Natcity Insurance Services, INC.Broker
Banc One Securities CorporationBroker
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.