Adam Tolle
Adam Tolle is a registered investment advisor at Kestra Private Wealth Services, LLC, based in Blackshear, GA, with 8 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 Alternative Investments, Annuities, Business Owners, Corporate Executives, and 9 more. Their firm serves 20,230 clients with $13B 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 | 2.50% |
Asset-based fees range up to 2.5% annually and are negotiable based on account size, registration type, and platform selected.
Fee Estimator
Location
102 Lee Ave, Blackshear, GA, 31516
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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 ActivitiesSells Insurance
Adam is a member of Byrt Financial Advisors, LLC, where he assists in management and performs advisory duties, dedicating about half his time. He is also a managing partner at BYRT CPAs, LLC, spending nearly full-time hours on tax and accounting services, and a member of Inspired Wealth Planning, where he provides investment advisory and planning services including the sale of life insurance, spending about half his time.
Employment History
Current Registrations
Kestra Private Wealth Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
1st Global Advisors INC
1st Global Capital CORP.Broker
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.