Adam Walls is a registered investment advisor at Primerica Advisors, based in Findlay, OH, with 18 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 Investment Management, Retirement Planning. Their firm serves 67,816 clients with $16B 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 $250K | 1.74% |
| $250K - $500K | 1.71% |
| $500K - $1.0M | 1.52% |
| $1.0M - $3.0M | 1.38% |
| $3.0M - $5.0M | 1.15% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.85% |
Total maximum wrap fee schedule combining the maximum advisory fee, program fee, and assuming a maximum asset manager fee of 0.50%. The advisory fee component is negotiable.
Fee Estimator
Location
1318 N Main St, Ste A, Findlay, OH, 45840
Get directionsHistory
Regulatory History (1)
Criminal
March 1997Other Business Activities
Adam sells investment-related products for companies affiliated with PFS Investments Inc. He also receives non-investment related compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc. Additionally, Adam is an owner/member of Blood-Covered Productions, working as an entertainer, performer, booking contact, and podcaster for about 10-20% of his time.
Employment History
Current Registrations
Primerica Advisors
PFS Investments INC.
PFS Investments INC.Broker
State Registrations7 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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