Andrew Adams is a registered investment advisor at Addicus Advisory, LLC, based in Oxford, MS, with 23 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 133 clients with $220M 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 $3.0M | 1.45% |
| $3.0M - $10.0M | 1.00% |
| $10.0M - $25.0M | 0.85% |
| $25M+ | 0.75% |
Fees are negotiable depending on individual client circumstances. Family member accounts living in the same household may be combined to determine breakpoints.
Fee Estimator
Location
2694 West Oxford Loop, Oxford, MS, 38855
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
Andrew has numerous business activities, including ownership and management roles in various LLCs and corporations related to business consulting, risk management, real estate, marketing, and private pooled investment vehicles. He also sells life, accident, health, and property & casualty insurance through Addicus Risk Management, LLC.
Employment History
Current Registrations
Addicus Advisory, LLC
Previous Registrations
Invest Financial CorporationBroker
Invest Financial Corporation
Next Financial Group, INC.
Next Financial Group, INC.Broker
Calton & Associates, INC.
Calton & Associates, INC.Broker
New England Securities Corporation
New England SecuritiesBroker
State Registrations1 state
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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