Adam Sureau is a registered investment advisor at Okemo Capital Management, LLC, based in Stow, MA, with 16 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 32 clients with $95M 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 $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees are negotiable. Qualified investors have the option to pay performance-based fees of 20% of net profits above a high-water mark.
Fee Estimator
Location
132 Great Rd., Suite 200, Stow, MA, 01775
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
September 2012Other Business Activities
Adam is the sole owner and property manager of multifamily properties through Brick Capital, LLC. He is also a limited partner in Sureau Limited Partnership, a family planning vehicle with minimal responsibilities.
Employment History
Current Registrations
Okemo Capital Management, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Morgan Stanley Smith Barney LLC
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.