Steven Adams
Steven Adams is a registered investment advisor at Stonepath Wealth Management, based in Traverse City, MI, with 13 years of industry experience. Steven 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, Insurance Planning, Investment Management, and 1 more. Their firm serves 606 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Stonepath Wealth Management's investment management fee is based on the value of your investments and is paid monthly in advance. The fee ranges up to 1.65% annually, depending on the complexity of your situation and the amount you invest. If you use Stonepath Wealth Management's model portfolios, the investment management fee ranges up to 1.90% annually. Fees may be negotiable.
Location
134 W State Street, Suite 200, Traverse City, MI, 49684
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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 →Other Business ActivitiesSells Insurance
Steven is an insurance agent at Stonepath Insurance Agency LLC since November 2023, focusing on investment and insurance products. He dedicates a few hours per week to meeting with prospects and clients about annuity and life insurance needs.
Employment History
Current Registrations
Stonepath Wealth Management
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Edward Jones
Edward JonesBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.