David Adamse is a registered investment advisor at Wellsage Wealth Management LLC, based in Northville, MI, with 5 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
Fees are negotiable lower depending on account size, complexity, household relationships, and scope of services.
Fee Estimator
Location
302 W. Main Street, Northville, MI, 48167
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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
Wellsage Wealth Management LLC
Previous Registrations
J.P. Morgan Securities LLCBroker
Lazard Freres & CO. LLCBroker
State Registrations1 state
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