Adam Durfee is a CFP-designated registered investment advisor at Iconiq Capital, LLC, based in San Francisco, CA, 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 Alternative Investments, Charitable Giving, High Net Worth, Investment Management, and 1 more. Their firm serves 846 clients with $120B 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 | 1.50% |
Fees are negotiated on a client-by-client basis and can range up to 1.5% of assets under management. Some clients pay individually-negotiated performance fees or flat fee structures.
Fee Estimator
Location
50 Beale St., Ste 2300, San Francisco, CA, 94105
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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
Iconiq Capital, LLC
Previous Registrations
Brownson, Rehmus & Foxworth, INC.
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.
Exams
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