AC
AC
Adam Carroll
2 Years of Experience
Milford, NH
1 Disclosure
Adam Carroll is a registered investment advisor at Coppell Advisory Solutions LLC, based in Milford, NH, 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, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 8,850 clients with $1.1B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
83 advisors
Number of Clients
8,850 clients
Average Client Portfolio
$125K average
Assets Under Management
$1.1B
Fee Structure
Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.5M | 1.50% |
| $2.5M+ | 1.50% |
Fees are calculated monthly in arrears based on average daily balance. Fees are negotiable for accounts over $2,500,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
365 Nashua Street, Milford, NH, 03055
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
May 2025Employment History
Current Registrations
Coppell Advisory Solutions LLC
December 2025 - Present · 10 mos
Previous Registrations
Strategic Advisers LLC
March 2025 - June 2025 · 3 mos
Fidelity Personal and Workplace Advisors
December 2024 - March 2025 · 3 mos
Fidelity Brokerage Services LLCBroker
November 2023 - June 2025 · 1 yr 7 mos
State Registrations1 state
NH
Advisor
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
No exam information available for this advisor.
More Advisors
- Todd Fischer, CFPCitizens Securities, INC.
- Shawn Tewksbury, CFPBay Colony Advisors
- Jonathan Edwards, ChFCKeel Point, LLC
- Robert Cordeau, CFP, ChFCMclean Asset Management CORP.