Adam Zoeller is a registered investment advisor at Genesis Advisors, LLC, based in Fishers, IN, 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 Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 132 clients with $120M 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 $250K | 1.25% |
| $250K - $750K | 1.00% |
| $750K - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Firm also offers a flat fee schedule of 1.00% for all accounts. Fees are negotiable and paid quarterly in advance.
Fee Estimator
Location
10150 Lantern Road, Suite 175, Fishers, IN, 46037
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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 works as a Pastoral Assistant at Castleview Church, designing curriculum, delivering lessons, and planning activities for teens. This takes about a quarter of his time and is not investment related.
Employment History
Current Registrations
Genesis Advisors, LLC
State Registrations1 state
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
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