Adam French
Adam French is a registered investment advisor at Success Wealth Management LLC, based in Portland, OR, with 6 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 772 clients with $97M 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 $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1M+ | 1.00% |
The annual fee is negotiable based upon certain criteria. SWM also manages assets held away, charging a negotiable annual fee not to exceed 0.75%.
Fee Estimator
Location
12725 SW 66th Ave Suite 100, Portland, OR, 97223
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
October 2023Customer Dispute
September 2023Other Business ActivitiesSells Insurance
Adam is an insurance agent selling fixed insurance products through Heartland Retirement Group and American Senior Benefits since 2021. These activities each take nearly full-time hours, with a significant portion occurring during securities hours.
Employment History
Current Registrations
Success Wealth Management LLC
Previous Registrations
Brokers Financial
Gladstone Wealth Partners
Bankers Life Advisory Services, INC.
Bankers Life Securities, INC.Broker
State Registrations1 state
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.