Adam Wilson
Adam Wilson is a registered investment advisor at Financial Management Services, INC, based in Overland Park, KS, with 6 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 22 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
FMSI does not manage funds directly. They provide advice to clients on balance sheet management, including investment portfolio analysis, to maximize earnings while managing risk. The annual advisory service fee is either a percentage of the client's total assets or a fixed monthly fee. The typical fee ranges from 0.04% to 0.07% of total assets or a fixed fee ranging from $40,000 to $150,000 per year, depending on the size and complexity of the institution. The specific fee is negotiated and customized for each client.
Location
11235 Mastin Street, Suite 203, Overland Park, KS, 66210
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Financial Management Services, INC
State Registrations1 state
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