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Adam Simpson
3 Years of Experience
Richmond, VA
1 DisclosureBroker
Adam Simpson is a registered investment advisor at Cary Street Partners, based in Richmond, VA, with 3 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 Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 6,988 clients with $10B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
121 advisors
Number of Clients
6,988 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$10.3B
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
Fees are negotiable and actual schedules vary by client. Fees for amounts over $25,000,000 are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
901 East Byrd Street, Suite 1001, Richmond, VA, 23219
Get directionsHistory
Regulatory History (1)
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Financial
July 2017Final
Employment History
Current Registrations
Cary Street PartnersBroker
November 2025 - Present · 11 mos
Cary Street Partners
November 2025 - Present · 11 mos
Previous Registrations
Ameriprise Financial Services, LLC
January 2025 - November 2025 · 10 mos
Ameriprise Financial Services, LLCBroker
April 2023 - November 2025 · 2 yrs 7 mos
State Registrations2 states
VAWA
AdvisorBrokerBoth
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
No exam information available for this advisor.
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