William Adamson
William Adamson is a registered investment advisor at The Oak Ridge Financial Services Group, INC, based in Golden Valley, MN, with 7 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,501 clients with $460M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Oak Ridge offers separately managed accounts where third-party managers handle your investments. Fees for these accounts vary from 0.25% to 2.25% of the assets managed, not to exceed a cumulative fee of 2.50%. These fees are paid to the third-party manager, who then remits a portion to Oak Ridge. In some cases, Oak Ridge charges the advisory fees directly to the client.
Location
701 Xenia Ave. South, Suite 100, Golden Valley, MN, 55416-1089
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 Activities
William is an assistant coach for the JV boys hockey team at Orono High School. He dedicates one to two hours per week to this activity during the hockey season.
Employment History
Current Registrations
The Oak Ridge Financial Services Group, INC
The Oak Ridge Financial Services Group, INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations19 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.