Adam Strauss is a registered investment advisor at Ieq Capital, LLC, based in New York, NY, 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 Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 2,309 clients with $57B 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 | 1.00% |
Annual management fee is up to 1%. Certain clients are subject to a minimum management fee starting at $6,250 per quarter. Fees are negotiable.
Fee Estimator
Location
641 Lexington Ave., Suite 27, New York, NY, 10022
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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
Ieq Capital, LLC
Previous Registrations
Cresset Asset Management, LLC
Stifel, Nicolaus & Company, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
Barclays Capital INC.
Barclays Capital INC.Broker
Goldman, Sachs & CO.Broker
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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