Adam Wolf
Adam Wolf is a CFP-designated registered investment advisor at Coyle Capital, LLC, based in Jacksonville, FL, 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 Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 313 clients with $930M 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 | 2.50% |
Annual fees range from 0.25% to 2.50% depending on portfolio size, service complexity, and administration level. Fees are negotiable.
Fee Estimator
Location
4230 Pablo Professional CT, Suite 101, Jacksonville, FL, 32224
Get directionsHistory
Regulatory History (1)
Regulatory
December 2017Other Business ActivitiesSells Insurance
Adam owns Wolf Retirement Navigation LLC, where he sells insurance, dedicating full-time hours to the business. He also owns Jacksonville Retirement Academy, where he provides financial education, and Wolf Tax LLC, where he does tax preparation and accounting, dedicating a few hours per week to each.
Employment History
Current Registrations
Coyle Capital, LLC
Previous Registrations
Retirement Wealth Advisors, LLC
Wolf Investment Advisors LLC
Magdalein & Stratton Retirement Investment Strategies, LLC
Qa3 Financial CORP.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.
Exams
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