Adam Halverson is a registered investment advisor at Adrionic Technologies LLC, based in Sioux Falls, SD, 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 Investment Management. Their firm serves 16 clients with $15M 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% |
Fees vary based on investment style: Fixed-Income (0.50%), Equity & Balanced (1.25%), High-Growth (2.00%).
Fee Estimator
Location
Sioux Falls, SD
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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.
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Adam works as an embedded software engineer at Raven Industries, dedicating most of his time to this role. He is also a managing member in Adrionic Technologies LLC, providing engineering design and media production consultation services, which takes minimal time.
Employment History
Current Registrations
Adrionic Technologies LLC
State Registrations1 state
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