Adams Wealth Management manages investment portfolios and provides financial planning. They develop investment plans based on clients' goals, risk tolerance, and time horizons. Financial planning covers college savings, estate planning, financial goals, investment analysis, retirement planning, and risk management. They also offer comprehensive financial planning with ongoing monitoring and annual reviews.
Assets Under Management$14M
Clients29
Advisors1
Avg. per Client$470K
Avg. per Advisor$14M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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