Adam Brown
Adam Brown is a registered investment advisor at Castle Coast Wealth, LLC, based in Hampstead, NC, with 20 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 306 clients with $420M 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 | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $15.0M | 0.70% |
| $15.0M - $20.0M | 0.60% |
| $20.0M - $50.0M | 0.40% |
| $50M+ | 0.30% |
Fees may be negotiated at the firm's discretion based on factors such as historical relationships, account composition, and asset amounts.
Fee Estimator
Location
16747 US Highway 17, Suite 106, Hampstead, NC, 28443
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 is an independent insurance agent, dedicating minimal time to this activity.
Employment History
Current Registrations
Castle Coast Wealth, LLC
Previous Registrations
Litton Financial
LPL Financial LLC
LPL Financial LLCBroker
State Registrations3 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.
Exams
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