Mitchell Greene
Mitchell Greene is a CFP-designated registered investment advisor at Adams Wealth Advisors, based in Logan, UT, with 4 years of industry experience. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 703 clients with $570M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Adams Wealth Management charges a fee based on a percentage of the value of your investments. This fee covers portfolio management, financial planning, and estate planning services. The specific percentage is negotiable and may vary from client to client. The fee is typically deducted directly from your account on a quarterly basis. For certain strategies (Fairway and Defined Funds), a performance-based fee of 20% of capital appreciation may also apply. AWM also offers performance-based models with fees collected monthly in arrears.
Location
701 S Main, Suite #400, Logan, UT, 84321
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Adams Wealth Advisors
State Registrations1 state
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Exams
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