Adam Hartz
Adam Hartz is a registered investment advisor at Victory Financial, based in Arnold, MO, with 17 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, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 3,003 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees range from 0.25% to 2.00% depending on portfolio size, composition, and services rendered. Third-party manager fees and platform fees may apply.
Fee Estimator
Location
Arnold, MO
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Regulatory History (1)
Customer Dispute
May 2015Other Business ActivitiesSells Insurance
Adam sells health insurance, dedicating minimal time to this activity. He also serves as a campus elder at Canaan Baptist Church, spending a few hours per week.
Employment History
Current Registrations
Victory Financial
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
State Registrations2 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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