Adam Minor is a registered investment advisor at Rbs Wealth Management, based in Alto, MI, with 2 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, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 649 clients with $300M 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 | 1.50% |
| $100K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.5M | 0.80% |
| $3.5M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.40% |
The percentage for the highest range of Managed Asset value achieved applies to all Managed Assets, not just Managed Assets within that range. Fees may be negotiable.
Fee Estimator
Location
6840 Whitneyville Ave Se, Alto, MI, 49302
Get directionsHistory
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 realtor with United Realty Services since 2018. He spends minimal time on this investment-related activity.
Employment History
Current Registrations
Rbs Wealth Management
Previous Registrations
Benjamin F. Edwards Wealth Management, LLC
Benjamin F. Edwards & Company, INC.Broker
State Registrations1 state
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