Joel Adams and Associates provides wealth management and financial planning services to individuals, high net worth individuals, families, trusts, estates, small businesses, charitable organizations, and retirement plans. Adams and Associates works with clients to identify their investment goals, risk tolerance, and financial situation in order to design a portfolio strategy. The firm may use individual equities, ETFs, and/or individual bonds to achieve client goals. Financial planning services may be offered as part of an overall wealth management engagement or contracted separately.
Fee Structure
Adams and Associates charges a percentage of your portfolio each year. The exact percentage depends on the scope and complexity of services, the amount of assets managed, and the overall relationship. Fees range from 0.75% to 1.25% annually. Fees are paid quarterly, in advance.