Adam Laibson
Adam Laibson is a registered investment advisor at Mainsail Financial Group, based in Bellevue, WA, with 23 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, High Net Worth, Investment Management, and 1 more. Their firm serves 426 clients with $400M 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 | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $4.0M | 0.70% |
| $4.0M - $7.0M | 0.65% |
| $7M+ | 0.55% |
Fee Estimator
Location
11245 SE 6th Street, Suite 140, Bellevue, WA, 98004
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 ActivitiesSells Insurance
Adam is a co-owner of Mainsail Financial Group, LLC, dedicating nearly all of his time to securities, advisory, and insurance business since 2018. He also engages in fixed insurance sales as an agent, spending minimal time on this activity.
Employment History
Current Registrations
Mainsail Financial Group
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
MML Investors Services, LLCBroker
MML Investors Services, LLC
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Primerica Advisors
PFS Investments INC.Broker
State Registrations3 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.