Adam Rife
Adam Rife is a CFP-designated registered investment advisor at Truist Advisory Services, INC., based in Atlanta, GA, with 3 years of industry experience. Adam is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 129,307 clients with $77B 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 $100K | 2.25% |
| $100K - $250K | 2.20% |
| $250K - $500K | 2.15% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.85% |
| $2.0M - $5.0M | 1.75% |
| $5.0M - $10.0M | 1.65% |
| $10.0M - $25.0M | 1.50% |
| $25M+ | 1.45% |
Fees are negotiable and billed quarterly in arrears. AMC Advantage Program charges a separate program fee up to 2.25% plus third-party manager fees.
Fee Estimator
Location
3630 Peachtree Rd, Ne, Ste 250, Atlanta, GA, 30326
Get directionsHistory
Regulatory History (1)
Criminal
May 2007Other Business Activities
Adam plays percussion for a local musician on weekends through Rife Holdings Group, LLC. This takes a few hours per week and is not investment-related.
Employment History
Current Registrations
Truist Advisory Services, INC.
Truist Investment Services, INC.
Truist Investment Services, INC.Broker
State Registrations53 states
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
More Advisors
- Christiana WebbTruist Advisory Services, INC.
- Mark WalterTruist Advisory Services, INC.
- Matthew Reed, CFPTruist Advisory Services, INC.
- Johnathan MitchellTruist Advisory Services, INC.
- Mark Dicristina, CFPTruist Advisory Services, INC.
- Jason Moss, CFPTruist Advisory Services, INC.