Adam Laakko
Adam Laakko is a registered investment advisor at Skysail Wealth Management LLC, based in Nunica, MI, with 15 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 37 clients with $21M 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 | 2.00% |
Fees are generally negotiable.
Fee Estimator
Location
Nunica, MI
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2020Criminal
July 2001Other Business ActivitiesSells Insurance
Adam is an agent for individual life insurance since 2019, dedicating minimal time to this activity. He is also a registered representative of a broker-dealer, servicing clients with various investment products.
Employment History
Current Registrations
Skysail Wealth Management LLC
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
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.