Adam Stone
Adam Stone is a registered investment advisor at Storehouse Financial LLC, based in Fort Worth, TX, with 11 years of industry experience. Adam 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. Their firm serves 3,029 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.50% |
Storehouse may enter into arrangements where performance-based fees are assessed for advisory services. The performance fee shall not exceed 50% of investment returns over a hurdle rate of 8%, billed quarterly in arrears.
Fee Estimator
Location
3200 Riverfront Dr., Suite 204, Fort Worth, TX, 76107
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 →Other Business ActivitiesSells Insurance
Adam is an Investment Advisor Representative at Storehouse Financial LLC and a business development and bookkeeping manager at StullCPA, dedicating about a quarter of his time to each. He also volunteers at Benbrook Memorial Post 10429 VFW and maintains an active insurance license, dedicating minimal time to each.
Employment History
Current Registrations
Storehouse Financial LLC
Previous Registrations
Cabin Securities, INC.Broker
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations3 states
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.