Adam Skousen is a registered investment advisor at Harvard Avenue Investment Advisory, based in Gilbert, AZ, 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 High Net Worth, Investment Management, Retirement Planning. Their firm serves 131 clients with $57M 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 | 0.90% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.30% |
Discounts are offered to employees and immediate family.
Fee Estimator
Location
Gilbert, AZ
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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 a student at Brigham Young University and works part-time as a computer technician for the BYU IT department. His studies take about a quarter of his time, while his IT job takes about half his time.
Employment History
Current Registrations
Harvard Avenue Investment Advisory
State Registrations2 states
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