Todd Adams is a registered investment advisor at RIA Advisory Group, LLC, based in Des Moines, IA, with 16 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,618 clients with $460M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RIA Advisory Group charges a maximum of 2% of your account value annually for investment management. The firm uses a tiered fee structure, meaning the percentage for the highest range of your portfolio value applies to all managed assets. Fees can be paid monthly or quarterly. The fees are negotiable.
Location
500 SW 7th Street, Suite 204, Des Moines, IA, 50309
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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.
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Todd owns Adams Properties, renting properties, and Forty Ten Properties, which updates the name of Adams Properties. He also works as a salesperson for Nebraska Realty, selling houses a few hours per week.
Employment History
Current Registrations
RIA Advisory Group, LLC
Previous Registrations
Ameritas Advisory Services
Ameritas Investment Company, LLCBroker
Horace Mann Investors, INC.
Horace Mann Investors, INC.Broker
Mutual of Omaha Investor Services, INC.Broker
Horace Mann Investors INCBroker
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.