Eli Adams
Eli Adams is a CFP-designated registered investment advisor at Perspective Wealth Management, based in Hunt Valley, MD, with 9 years of industry experience. Eli operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 264 clients with $590M 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 | 1.00% |
| $500K - $750K | 0.95% |
| $750K - $1000K | 0.85% |
| $1.0M - $1.5M | 0.80% |
| $1.5M+ | 0.75% |
Fees are negotiable. There is a minimum fee of $300 per quarter per client. For new clients, PWM requires a $750,000 aggregate account minimum. However, in PWM's sole discretion, PWM may waive the quarterly fee or new client account minimum and/or charge a lesser investment management fee based upon certain criteria.
Fee Estimator
Location
307 International Circle, Suite 540, Hunt Valley, MD, 21030-1439
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 ActivitiesSells Insurance
Eli operates The Junk Investment Group as a Registered Investment Advisor (RIA) since 2016. He is also an insurance agent, though he reports spending no time on this activity.
Employment History
Current Registrations
Perspective Wealth Management
Previous Registrations
Securities America, INC.Broker
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.