Adams Wealth Management (AWM) provides portfolio management, financial planning, and estate planning as part of its wealth management services. AWM also offers retirement plan advisory services to employers and acts as a sub-advisor to other advisory firms. Additionally, AWM provides business succession planning, assisting clients with tax strategies and investment allocations. AWM may allocate client funds to private funds if suitable and the client qualifies.
Fee Structure
Adams Wealth Management charges a fee based on a percentage of the value of your investments. This fee covers portfolio management, financial planning, and estate planning services. The specific percentage is negotiable and may vary from client to client. The fee is typically deducted directly from your account on a quarterly basis. For certain strategies (Fairway and Defined Funds), a performance-based fee of 20% of capital appreciation may also apply. AWM also offers performance-based models with fees collected monthly in arrears.