Adam Koson
Adam Koson is a registered investment advisor at Silver Oak Securities, INC., based in Knoxville, TN, with 7 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 Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 8 more. Their firm serves 8,746 clients with $2.4B 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 | 2.00% |
The maximum advisor fee is 2.0% of assets. Fees are negotiable between you and your financial professional. Accounts also incur a platform fee consisting of $45 annually plus an asset-based fee between 0.05% and 0.25%.
Fee Estimator
Location
9729 Cogdill Rd., Ste. 104, Knoxville, TN, 37932
Get directionsHistory
Regulatory History (2)
Financial
February 2025Financial
November 2024Other Business Activities
Adam is self-employed, mining Bitcoin as a hobby since 2021, which generates passive income and requires minimal time. He also works as a driver for Uber on weekends, dedicating about 10-20% of his time.
Employment History
Current Registrations
Silver Oak Securities, INC.
Silver Oak Securities, IncorporatedBroker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Ssn Advisory, INC.
Securities Service Network, LLCBroker
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.
Exams
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