Adam Baucom is a CFP-designated registered investment advisor at Baucom Wealth Management LLC, based in Victoria, TX, with 3 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, Retirement Planning. Their firm serves 20 clients with $5.3M 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 - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Location
101 W Goodwin Ave, Suite 560, Victoria, TX, 77901
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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 the president of Baucom & Associates, PLLC, providing tax and accounting services, taking about half of his time. He is also the managing member of Baucom Holdings LLC, an entity holding personal real estate properties, requiring minimal time.
Employment History
Current Registrations
Baucom Wealth Management LLC
Previous Registrations
Avantax Advisory Services
Kmh Wealth Management, LLC
State Registrations1 state
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