Adam Scherzer
Adam Scherzer is a registered investment advisor at Independence Square Holdings, LLC, based in Conshohocken, PA, with 1 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 2,648 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Independence Square Advisors charges a fee based on the value of your investments. The exact percentage depends on the specific agreement you make with them, up to a maximum of 2.50% per year. This fee covers the management of your investment portfolio. The fee is calculated based on the value of your account on the last business day of the prior billing period. Fees are generally negotiable.
Location
1950 Butler Pike #233 Conshohocken PA. 19428, Conshohocken, PA, 19428
Get directionsHistory
Regulatory History (1)
Criminal
December 2024Other Business ActivitiesSells Insurance
Adam is the sole owner of Scherzer Financial Inc., offering investment advisory services and various insurance products, dedicating full-time hours to this. He also co-owns Shadow Legacy Media Properties LLC as a writer and is a passive co-owner of rental properties, dedicating no time to these ventures.
Employment History
Current Registrations
Independence Square Holdings, 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.