Brock Adams is a CFA-designated registered investment advisor at Symmetry Partners, based in Kaysville, UT, with 6 years of industry experience. Brock operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 8,909 clients with $4.7B 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 $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Standard direct client fee schedule. Alternative fee schedules apply for specific remote offices, retirement programs, and institutional accounts. Fees may be negotiable.
Fee Estimator
Location
Kaysville, UT
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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 →Employment History
Current Registrations
Symmetry Partners
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Cuso Financial Services, L.P.Broker
Cuso Financial Services, L.P.
B.O.S.S. Retirement Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations2 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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