Ethan Adams
Ethan Adams is a registered investment advisor at Brookstone Financial, based in Jeffersonville, IN, with 9 years of industry experience. Ethan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 461 clients with $96M 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 $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Location
2213 Allison Lane, Jeffersonville, IN, 47130
Get directionsHistory
Regulatory History (2)
Regulatory
August 2017Criminal
April 2003Other Business ActivitiesSells Insurance
Ethan owns New Genesis Properties (collecting rent) and New Genesis Custom Builders LLC. He is also a licensed insurance agent since 2016, spending about half his time on this activity. Additionally, Ethan owns/operates Brookstone Development LLC, a commercial construction contracting business, dedicating about 10% of his time.
Employment History
Current Registrations
Brookstone Financial
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.