Adam Ackerman is a CFP-designated registered investment advisor at Wealth Rabbit, based in Rock Hill, SC, 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 Alternative Investments, Investment Management. Their firm serves 190 clients with $2.6M 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 $250K | 0.50% |
| $250K - $500K | 0.40% |
| $500K - $750K | 0.30% |
| $750K - $1.0M | 0.25% |
| $1M+ | 0.20% |
Fees are non-negotiable and calculated on a tiered basis.
Fee Estimator
Location
596 Herrons Ferry Road, Suite 300, Rock Hill, SC, 29730
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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 Activities
Adam is the President, CCO, and FINOP of BNA Wealth Inc., a FINRA broker-dealer and SEC investment advisor firm, since 2016. He dedicates about half of his time to the day-to-day management and compliance of the firm.
Employment History
Current Registrations
Wealth Rabbit
Bna Wealth
Previous Registrations
Bna Wealth, INC.Broker
Edward JonesBroker
Edward Jones
Consolidated Investment Advisors
Consolidated SecuritiesBroker
State Registrations13 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.
Exams
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