Adams and Co. Financial Services is a registered investment advisor founded in 2023 and based in Cincinnati, Ohio. The firm provides discretionary investment management, financial planning, and estate planning facilitation services to individuals, families, and high net worth clients. Adams and Co. Financial Services constructs personalized portfolios using growth stock methodologies, individual equities, exchange-traded funds, and covered call strategies. The firm's approach integrates fundamental, technical, and macroeconomic analyses. In addition to portfolio management, Adams and Co. Financial Services offers comprehensive financial planning covering retirement, taxes, cash flow, risk management, and estate planning. The firm also assists clients with digital estate planning tools and provides guidance on employer-sponsored retirement plans.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5M+ | 0.75% |
Fees may be negotiable. Accounts within the same household may be combined for a reduced fee. Combined annual investment management fees and estate planning facilitation fees are subject to a 1.75% total fee cap.