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Adam Hruby

6 Years of Experience
Tampa, FL

Adam Hruby is a registered investment advisor at Intrust Advisors, INC., based in Tampa, FL, with 6 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, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 28 clients with $9.8M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
28 clients
Average Client Portfolio
$351K average
Assets Under Management
$9.8M

Fee Structure

Minimum Investment:$250K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $3.0M1.50%
$3.0M - $6.0M1.25%
$6.0M - $10.0M1.00%
$10M+1.00%

Fees negotiable for accounts over $10 million.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Adam is a Commander in the Navy Reserve, dedicating about 10-20% of his time to this role. He also owns rental real estate property, spending minimal time on it.

Employment History
Current Registrations
Intrust Advisors, INC.
December 2020 - Present · 5 yrs 5 mos
Previous Registrations
Raymond James & Associates, INC.
October 2019 - December 2020 · 1 yr 2 mos
Raymond James & Associates, INC.Broker
September 2019 - December 2020 · 1 yr 3 mos
Lincoln Financial Securities Corporation
January 2012 - February 2012 · 1 mo
Lincoln Financial Securities CorporationBroker
January 2012 - February 2012 · 1 mo
LPL Financial LLCBroker
October 2011 - October 2011 · 0 mos
State Registrations3 states
FLNMTX
Advisor

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
No exam information available for this advisor.