Adam Dowlen is a registered investment advisor at Coppell Advisory Solutions LLC, based in Arlington, TX, with 4 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 8,850 clients with $1.1B 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 $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.5M | 1.50% |
| $2.5M+ | 1.50% |
Fees are calculated monthly in arrears based on average daily balance. Fees are negotiable for accounts over $2,500,000.
Fee Estimator
Location
Arlington, TX
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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 works as a tax advisor/enrolled agent at Add Em Up Taxes, preparing tax returns and advising on tax savings strategies, dedicating about 10-20% of his time. He also prepares tax returns and assists clients with tax agency notices at Josh Mauer CPA, spending a few hours per week.
Employment History
Current Registrations
Coppell Advisory Solutions LLC
Previous Registrations
Hbw Advisory Services LLC
Avantax Investment Services, INC.Broker
Avantax Advisory Services
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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