Adam Lenartowicz
Adam Lenartowicz is a registered investment advisor at 49 Financial, based in Leawood, KS, with 2 years of industry experience. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 9 more. Their firm serves 3,839 clients with $1.4B 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 | 1.65% |
Maximum advisory fee is 1.65% of assets under management, payable quarterly in advance. Fees are negotiable.
Fee Estimator
Location
6550 Sprint Parkway, Leawood, KS, 66251
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 ActivitiesSells Insurance
Adam works as an insurance agent for Financial Independence Group, selling insurance products. This activity takes nearly full-time hours.
Employment History
Current Registrations
49 Financial
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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