Adam Maher
Adam Maher is a registered investment advisor at Ausdal Financial Partners, INC., based in Osage Beach, MO, with 10 years of industry experience. Adam is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 16,572 clients with $3.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Maximum annual fee across investment advisory programs will not exceed 3%. Specific fee schedules are negotiated directly with your investment advisor representative.
Fee Estimator
Location
5886 Osage Beach Parkway, Suite C, Osage Beach, MO, 65065
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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 operates under the name Grand Glaize Wealth Management, offering securities and advisory services. He also serves as a support director consultant for Business Networking International, a board member for The Changing Table and Lake Area Industries, and treasurer for the Optimist Club, focusing on finances and fundraising for these organizations.
Employment History
Current Registrations
Ausdal Financial Partners, INC.
Ausdal Financial Partners, INC.Broker
Previous Registrations
Moloney Securities Asset Management LLC
Moloney Securities CO., INC.Broker
Smith Moore & CO.
Smith, Moore & CO.Broker
State Registrations14 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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