Adam Goyer is a registered investment advisor at Lotus Oak Capital Institute, based in Burbank, CA, with 11 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.20% |
| $5M+ | 1.00% |
Fees are negotiable at our discretion.
Fee Estimator
Location
Burbank, CA
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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 →Employment History
Current Registrations
Lotus Oak Capital Institute
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Nylife Securities LLCBroker
Gt Securities, INC.Broker
Exemplar Capital, LLCBroker
Boustead Capital Partners, LLC
Holly Street Wealth Advisors
Boustead Securities, LLCBroker
Keystone Capital CorporationBroker
Keystone Capital Corporation
Partnervest Advisory Services LLC
New England Securities Corporation
New England SecuritiesBroker
Parsonex Securities, 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.