AS
AS

Adelious Stith

5 Years of Experience
Albuquerque, NM
Sells Insurance

Adelious Stith is a registered investment advisor at Bankers Life Advisory Services, INC., based in Albuquerque, NM, with 5 years of industry experience. Adelious operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 14,314 clients with $2.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
533 advisors
Number of Clients
14,314 clients
Average Client Portfolio
$174K average
Assets Under Management
$2.5B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Fees range from 0.50% to 2.50% annually and are negotiable based on portfolio size and other business considerations.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

6501 Americas Pkwy NE, 1020, Albuquerque, NM, 87110

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Adelious is a board member for HOAMCO, a track coach, a preacher, and an instructor for Rebound New Mexico. He also works as an insurance agent for Bankers Life and Casualty Company, providing life, health, and annuity products, dedicating about a quarter of his time to this role.

Employment History
Current Registrations
Bankers Life Advisory Services, INC.
August 2020 - Present · 6 yrs 2 mos
State Registrations4 states
MDMNNMVA
Advisor

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
No exam information available for this advisor.
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Adelious Stith - Financial Advisor | TrueAdvisor