Adams Agtarap is a registered investment advisor at Allstate Financial Advisors, LLC, based in Aiea, HI, with 24 years of industry experience. Adams is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 397 clients with $140M 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 $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.80% |
Fees represent maximum rates across available programs (Fund Strategist Portfolios and Unified Managed Accounts). Investment advisory representatives are permitted to negotiate a reduction in the advisory fee.
Fee Estimator
Location
98-029 Hakaha St Ste 5, Aiea, HI, 96701-4917
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 Activities
Adams is a USATF National Certified Track and Field Official, providing officiating services at National Championship Meets. This activity takes a few hours per week and is not investment-related.
Employment History
Current Registrations
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Bancwest Investment Services, INC.Broker
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.
Exams
More Advisors
- Guy BrannumAllstate Financial Advisors, LLC
- Lorraine Sim, CFPCetera Investment Advisers LLC
- Erica Brown, CFPFirst Command Advisory Services
- Thomas Jansson, ChFCState Farm Investment Management CORP.
- Christopher Lee, CFPEdward Jones