Adam Locascio
Adam Locascio is a registered investment advisor at W&s Brokerage Services, INC., based in Tampa, FL, with 22 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 655 clients with $180M 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 | 1.40% |
| $500K - $750K | 1.30% |
| $750K+ | 1.10% |
Minimum quarterly fee applies: $500 for Total Return, Income Oriented, Socially Conscious and Tax Aware accounts; $250 for EnFocus™ accounts; $75 for Companion EnFocus™ accounts.
Fee Estimator
Location
3903 Northdale Blvd, Suite 290-E, Tampa, FL, 33624
Get directionsHistory
Regulatory History (1)
Criminal
April 1996Other Business ActivitiesSells Insurance
Adam works as a full-time sales agent for Western Southern Life in Tampa, FL.
Employment History
Current Registrations
W&s Brokerage Services, INC.
W&s Brokerage Services, INC.Broker
Previous Registrations
Cetera Advisors LLC
Cetera Advisors LLCBroker
Waddell & Reed
Waddell & ReedBroker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
T. Rowe Price Investment Services, INC.Broker
State Registrations7 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.