Adam Naser is a registered investment advisor at Advisory Alpha, LLC, based in Naperville, IL, 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 Annuities, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 13,831 clients with $4.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.70% |
Asset-based fees range from 0.10% to 1.70% depending on the services provided and are negotiable. Clients electing Direct Series model portfolios are assessed an additional 0.10% technology trading fee.
Fee Estimator
Location
1230 E. Diehl Rd., Suite 100, Naperville, IL, 60563
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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 ActivitiesSells Insurance
Adam is a co-owner and Investment Advisor Representative at Naser & O'Connor Wealth Management, dedicating nearly full-time hours to advisory services. He is also an insurance agent at John O'Connor and Associates, LLC, spending about 10-20% of his time on insurance sales.
Employment History
Current Registrations
Advisory Alpha, LLC
Previous Registrations
Brookstone Wealth Advisors, LLC
Gradient Advisors, LLC
Ae Wealth Management, 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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