Adam Bosma is a CFP-designated registered investment advisor at Ventus Wealth Management, based in Annapolis, MD, 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 Business Owners, Education Planning, Estate Planning, Federal Employees, and 8 more. Their firm serves 5 clients with $4.1M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Applies to accounts over $500,000. Accounts under $500,000 pay a fixed fee of $100-$300 per month instead. Fees are negotiable.
Fee Estimator
Contact
Adam Bosma
Location
Annapolis, MD
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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
Adam is a pilot for Delta Air Lines and the US Navy Reserves. He is also a minority partner in SJB Photography LLC, a portrait photography company.
Employment History
Current Registrations
Ventus Wealth Management
Previous Registrations
Rcs Financial Planning, LLC
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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