Adam Fenster
Adam Fenster is a registered investment advisor at Oneamerica Securities, INC., based in Plantation, FL, with 21 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 Annuities, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 2,300 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Overall advisory fees generally range from 0.25% to 2.00% of assets under management, depending on the program and investments selected.
Fee Estimator
Location
Plantation, FL
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2021Other Business ActivitiesSells Insurance
Adam is involved in non-variable insurance sales, specifically fixed life and fixed annuities. The filing does not specify the amount of time he dedicates to this activity.
Employment History
Current Registrations
Oneamerica Securities, INC.
Oneamerica Securities, INC.
Oneamerica Securities, INC.Broker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
MML Investors Services, LLC
MML Investors Services, LLCBroker
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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