Adam Amorn
Adam Amorn is a registered investment advisor at Premier Prosperity Advisors LLC, based in Newtown, PA, with 14 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 5 clients with $12M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Premier Prosperity Advisors charges an annual fee for managing your investments, ranging from 0.5% to 1.5% of the value of your portfolio. The exact percentage depends on the amount you invest, the complexity of the services, and the level of administration you request. The fee is billed monthly in advance. For clients already using Premier Prosperity's investment management, financial planning is included.
Location
Newtown, PA
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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 →Other Business ActivitiesSells Insurance
Adam is a licensed independent insurance agent.
Employment History
Current Registrations
Premier Prosperity Advisors LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, 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.