Jessie Goodwin is a CFP-designated registered investment advisor at Joel Adams and Associates INC., based in Asheville, NC, with 12 years of industry experience. Jessie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 284 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Adams and Associates charges a percentage of your portfolio each year. The exact percentage depends on the scope and complexity of services, the amount of assets managed, and the overall relationship. Fees range from 0.75% to 1.25% annually. Fees are paid quarterly, in advance.
Location
545 Merrimon Avenue, Asheville, NC, 28804
Get directionsHistory
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
Joel Adams and Associates INC.
Previous Registrations
Modera Wealth Management, LLC
Parsec Financial
Edward Jones
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.