Adam Bronson is a CFA, CFP-designated registered investment advisor at Probity Advisors, INC., based in Dallas, TX, with 21 years of industry experience. Adam 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 560 clients with $730M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Probity Advisors charges an annual fee based on a percentage of the assets they manage. The fee varies depending on the investment platform chosen:
- Advantage Platform: 1.22% on the first $99,999, 1.22% from $100,000 to $249,999, 1.22% from $250,000 to $499,999, 1.14% from $500,000 to $999,999, and 1.05% for $1,000,000 and above.
- Tactical Allocation Platform: 1.00% on the first $99,999, 0.90% from $100,000 to $249,999, 0.85% from $250,000 to $499,999, 0.80% from $500,000 to $999,999, and 0.75% for $1,000,000 and above.
- Diversified Income Platform: 1.22% on the first $99,999, 1.22% from $100,000 to $249,999, 1.22% from $250,000 to $499,999, 1.14% from $500,000 to $999,999, and 1.05% for $1,000,000 and above.
- Fixed Income Platform: 0.5% on all assets.
Fees are billed quarterly, in advance, based on the value of the account at the end of the previous quarter. There is a $100 minimum annual fee.
Location
10000 N. Central Expressway, #1326, Dallas, TX, 75231
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Probity Advisors, INC.
Previous Registrations
Tower Square Securities, INC.
State Registrations1 state
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