Adam Vega is a CFP-designated registered investment advisor at Avance Private Wealth LLC, based in Chandler, NC, with 15 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, High Net Worth, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 1.75% |
| $150K - $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $750K | 1.15% |
| $750K - $1.0M | 1.10% |
| $1.0M - $1.5M | 1.00% |
| $1.5M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Location
Chandler, NC
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2013Other Business Activities
Adam is a co-owner of AVCG, LLC, a consulting organization, and owner of Advisory Solutions, LLC, a software organization, each requiring minimal time. He also works full-time at Gladstone Institutional Advisory as a Registered Investment Adviser DBA AVANCE Private Wealth Management.
Employment History
Current Registrations
Avance Private Wealth LLC
Previous Registrations
Gladstone Wealth Partners
Mercer Allied Company, L.P.Broker
Goldman Sachs & CO. LLCBroker
Cetera Advisor Networks LLCBroker
Goldman Sachs Personal Financial Management
Girard Securities, INC.Broker
Signator Investors, INC.
Signator Investors, INC.Broker
First Investors CorporationBroker
State Registrations3 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.