Adams Asset Advisors provides investment management and supervisory services. They offer advice on various investments, including stocks, bonds, and options. Adams Asset Advisors tailors its services to each client's needs and allows clients to restrict investments in certain securities. The firm is owned by Steven Adams and his family.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Schedule is for equities. Fixed income schedule is: Less than $1mm: 0.40%, $1 to $5mm: 0.30%, Greater than $5mm: 0.20%. For clients that choose to have Adams Asset Advisors recommend mutual funds or other money managers versus a portfolio of individual securities, fees are negotiable and may differ from the schedule above, typically 0.75% of account value. The Advisor may consider special factors and negotiate fees other than those listed above.