Adams Financial Concepts (AFC) is an investment advisory firm based in Seattle, Washington. AFC offers customized investment management services through its Custom Portfolio Wealth Management Program (CPWM) to individuals, trusts, estates, and charitable organizations. AFC manages these accounts with discretionary authority, tailoring each portfolio to the client's individual goals and circumstances. AFC also provides 'Future Planning' services, which are similar to financial planning but focus on building a portfolio of assets with a margin of safety to withstand unforeseen events.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 2.00% |
| $2M+ | 1.75% |
Schedule shown is for Equity and Balanced accounts. Fixed Asset accounts have a different fee schedule: First $500,000: 1.10%, Next $500,000: 0.92%, Next $1,000,000: 0.75%, Assets over $2,000,000: 0.60%. Families with multiple accounts will be combined to receive a lower tiered fee. Fees and account minimums can be negotiated.