Adam Wilson
Adam Wilson is a CFP-designated registered investment advisor at Private Client Services, LLC, based in Watkinsville, GA, with 23 years of industry experience. Adam is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 8,765 clients with $1.4B 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 | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.
Fee Estimator
Location
3651 Mars Hills Road Suite 1000A, Watkinsville, GA, 30677
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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 Activities
Adam is a board member for the Community Foundation for NE Georgia and the Titan Club, and a managing partner for SWM Athens REI, LLC, a real estate holding company, dedicating minimal time to each. He also spends about half his time at Prime Capital, an RIA.
Employment History
Current Registrations
Prime Capital Financial
Private Client Services, LLCBroker
Previous Registrations
Osaic Wealth, INC.Broker
Triad Advisors LLCBroker
Sugarloaf Wealth Management, LLC
Royal Alliance Associates, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations8 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
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