Adam Kilker
Adam Kilker is a registered investment advisor at Nwf Advisory Services INC, based in St. Louis, MO, with 17 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 Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 11,433 clients with $6.4B 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 $100K | 2.10% |
| $100K - $250K | 2.10% |
| $250K - $500K | 1.88% |
| $500K - $750K | 1.65% |
| $750K - $1.2M | 1.43% |
| $1.3M - $2.0M | 1.20% |
| $2.0M - $5.0M | 0.97% |
| $5.0M - $25.0M | 1.00% |
| $25M+ | 0.78% |
Fees are negotiable. Different programs such as Model Portfolios and WMAP charge a maximum fee of 1.50% up to $25,000,000 and 1.00% above that.
Fee Estimator
Location
540 Maryville Centre Dr, Suite 325, St. Louis, MO, 63141
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
Adam works as an assistant to Jim Wood at Premier Financial Partners and as an advisor providing fixed insurance products to clients. He also works as an Investment Advisor Representative for NWF Advisory Services Inc., providing financial planning services; this takes about half of Adam's time.
Employment History
Current Registrations
Nwf Advisory Services INC
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
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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