Peter Adamson is a registered investment advisor at Autumn Glory Partners, LLC, based in Dallas, TX, with 8 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 67 clients with $750M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Autumn Glory Partners charges an annual fee based on the value of your portfolio. The fee starts at 0.40% of the value of the assets they manage. The firm may charge additional or flat fees based on the services provided, account size, and complexity of the relationship. This means some clients with the same amount of assets may be charged different fees. Fees are billed quarterly or annually.
Location
8235 Douglas Avenue, Suite 720, Dallas, TX, 75225
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jonathan is involved in several outside business activities, including roles at Hall Capital, Rampart Holdings, Pryer Aerospace, Waters Charitable Foundation, and the Murphy Descendants Trust. He also manages TBDD Management Co, LLC, TBDD Performance GP, LLC and TBDD Performance LP, and participates on the investment committee of The Ronald McDonald House of Dallas and the GBK BOKF Stock Foundation.
Employment History
Current Registrations
Autumn Glory Partners, LLC
State Registrations2 states
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