Adam Duong is a registered investment advisor at Adam Capital, based in Atlanta, GA, with 7 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2 clients with $980K 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 | 1.30% |
| $500K - $1.0M | 1.20% |
| $1.0M - $10.0M | 1.10% |
| $10M+ | 1.00% |
Performance fees are charged only when the portfolio rises above “high water mark”. In normal circumstances, performance fees are calculated annually as below: 20% above (CPI+3 hurdle rate). Portfolio management fees may be negotiable.
Fee Estimator
Location
Atlanta, GA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Adam Capital
State Registrations1 state
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