Joseph Adams is a registered investment advisor at Acentus Group L.L.C., based in Woodland Hills, UT, with 8 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees may be negotiable for clients with significant assets ($1 million plus) or a significant previous relationship. A performance fee of 20% of profits is also charged.
Fee Estimator
Location
Woodland Hills, 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 →Other Business Activities
Joseph is the owner/manager of VikingBlue LLC, providing accounting services for clients through Company Vitals. This non-investment business takes about 10-20% of Joseph's time.
Employment History
Current Registrations
Acentus Group L.L.C.
State Registrations1 state
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